Planned Giving

Planned Giving

Free Wills Guide

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Wills Guide to record your family information and your estate distribution plans.

Please enter your name and email address. Provide for and protect your family with this Wills Guide.

Enter Your Information

Free Wills Guide
*
*
*
Electronic/PDF Wills Guide
* Required Fields
scriptsknown

The New Estate Plan:
Modern Solutions for Modern Families
Thursday, April 21, 2016
at 9:00AM EST

Presented by
Martin S. Finn, JD, CPA, LL.M.
Sponsored by
SUNY Gift Planning Group
Learn More

IRA button

Our Mission

Explore

Visit

Contact