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Experts say that 70% of Americans do not have a will or estate plan.

This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor.
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Lake Retreat Camp

Retreats and camps move individuals out of the hectic race of life and into a different environment which can cause them to see life and circumstances in fresh ways. Lives change when people get away to places like Lake Retreat.

Donor Advised Funds and Other Gifts of Assets

Other gifts of assets, such as stocks, real estate, CDs, etc can be beneificial to you and your charity.

Charitable Gift Annuities

A charitable gift annuity (CGA) is a simple arrangement which provides financial benefits to individuals (donors) and charitable organizations.
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Create Your Legacy Plan Now My Account Lake Retreat Camp Donor Advised Funds and Other Gifts of Assets Charitable Gift Annuities