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Planned Giving


SUNY: The New Estate Plan: Modern Solutions for Modern Families
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Mission Video
Monday November 20, 2017


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Living Trusts Versus Wills

Personal Planner

Living Trusts Versus Wills
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She...


We are delighted to make available to you our weekly planned giving e-newsletter. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living, gift stories, finance news and timely articles....
2018 Flexible Spending Arrangements

Washington News

2018 Flexible Spending Arrangements
In IR-2017-187, the IRS urged employees with flexible spending arrangements...
Assistance Dogs Provide Help and Love

Savvy Living

Assistance Dogs Provide Help and Love
What can you tell me about assistance dogs for people with disabilities? My...