Planned Giving


Jana and Mike McGuire understand the importance of building the future security that only planned gifts can create.

Giving Back to the Profession that has "Given So Much to Me."
"I feel strongly about preserving and promoting the strength of our periodontal education and am happy to have the opportunity to make a difference in this way." More

Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More

Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More

5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More

What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More

Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More

Planned Giving

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