Interested in Planned Giving?

If you would like to receive a complimentary tax savings strategy for your estate based on your wants and needs, please provide the following information:

* = Required Field
*Name:
*Address:
*City:
State:
*Zip Code:
Telephone:
Fax:
*E-mail:
*The most convenient time is:
AM   PM   Weekday   Weekend
*What is your age?
Under 50   50-65   Over 65
*Are you retired?
Yes   No   Semi-Retired
*Marital Status?
Married   Single   Widowed
*Number of children?:
None   One   Two or more
*Do you presently have an Estate Plan
Yes   No
*Do you presently have a Will?
Yes   No
*Do you presently have a Trust?
Yes   No
Would you like to increase income without paying taxes and at the same time benefit your children?
Yes   No
Certificates of deposit are maturing with interest rates of 3-5%. Would you be interested in obtaining rates up to 12%?
Yes   No
Do you have heavily appreciated property that you would like to sell, but can't afford the capital gains?
Yes   No
Would you like to reduce or eliminate estate taxes, starting at 37% and going up to 55% from your estate?
Yes   No
Comments/Questions:
 
 
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