Planned Giving


Tuesday October 13, 2015

Family Limited Partnerships
Personal Planner
While Social Security will provide approximately 40% of the average person's retirement income, an Individual Retirement...
Obamas and Bidens Publish 2014 Tax Returns
Washington News
Four presidential candidates advanced specific tax proposals this week. Candidate Hillary Clinton proposed a tax on high-frequency trading. Her...
Driving Safely with Dementia and Knowing When to Quit
Savvy Living
I recently received a letter from my Medicare drug plan provider notifying me that they are increasing my co-pays next...
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
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Gift Planning Team
Julie Feely,
Director, Gift Planning
Phone: 503.293.1935

Jeri Kasal,
Associate Director, Gift Planning
Phone: 503.293.1941