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Planned Giving


SUNY: The New Estate Plan: Modern Solutions for Modern Families
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Mission Video
Monday May 28, 2018


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Who Will Receive Your Property?

Personal Planner

Who Will Receive Your Property?
"Who should receive my property?" Helen asked her attorney, Clara. "There...


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....
Two-Income Families Benefit from

Washington News

Two-Income Families Benefit from "Paycheck Checkup"
In IR-2018-124, the Service offered a "Paycheck Checkup" for families with...
'Extra Help' Program Helps with Medication Costs

Savvy Living

'Extra Help' Program Helps with Medication Costs
Are there any special Medicare programs that help with medication costs? My...