Planned Giving


Saturday November 28, 2015

Family Limited Partnerships
Personal Planner
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a...
Obamas and Bidens Publish 2014 Tax Returns
Washington News
On November 19, House Ways and Means Committee Chairman Kevin Brady (R-TX) publicly stated that he was continuing to negotiate with the hopes of...
Driving Safely with Dementia and Knowing When to Quit
Savvy Living
My father died several years ago at the age of 76 from a stomach aneurysm. What are my risk factors of getting this and...
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Bequest Language & Tax ID
Click here for sample bequest language.
Free Wills Guide
Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
Gift Planning Team
Julie Feely,
Director, Gift Planning
Phone: 503.293.1935

Jeri Kasal,
Associate Director, Gift Planning
Phone: 503.293.1941