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Gifts of Stock
What will the market do this year? Perhaps the best answer is, "It will go up and down." Stock returns vary to...
Stress-Free Tax Filing Tips
As the tax season moves into high gear, the Internal Revenue Service (IRS) published a series of tax tips for...
Medicare Surcharges When Income Changes
I currently have high Medicare premium surcharges due to my past income. My income has dropped since I retired...
Questions? / Contact our Gift Planning Team:Have Questions? Click here to schedule a meeting today!
Danny Ferrell »
Executive Director, Gift Planning
Tammy Wernke »
Senior Director, Gift Planning
Jennifer Morand »
Assistant Director, Gift Planning