The Gift Planning Program is designed only for those who don’t have a Will or an Estate Plan; I don’t participate because I’m “all set” with my plans.
The Gift Planning Program is NOT designed only for those who don’t have a Will or an Estate Plan.
The Gift Planning Program is designed to provide service and value to every member. Our free informational sessions provide an easy and valuable way to stay current with new ideas and laws that may affect you and your family.
Experienced financial planners and estate planners encourage everyone to stay abreast of new tax laws, tax incentives and other tips, ideas and programs. They also encourage every adult person to make sure they have a Will and an Estate Plan in place. They also advise that those documents and plans be reviewed each year to make sure the documents stay current in addressing and reflecting the individual’s family and financial situation and their wishes. They also encourage every adult to have an Advanced Directive to help guide and assist their families in making critical health care decisions.