Planned Giving

Gift Options
Discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
About Wills
What plan is best for you? Explore a variety of planned gift options to meet your needs and goals.
Calculators
View a presentation that shows the benefits of a planned gift based on your property and goals.
Bequest Language
We have provided some basic bequest language to assist you and your attorney.
Gift Options >>
About Wills >>
Calculators >>
Bequest Language >>
Current News
Our articles include Personal Planner, Savvy Living, Finance News, and Washington News to serve you...
Advisors
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends.
Contact Us
We are delighted you are interested in further information. We will make every effort to respond to you in a timely manner.
My Account
Learn more about planning your will online.
Current News >>
Advisors >>
Contact Us >>
My Account >>

 

Please call 615-255-2475. A member of our planned giving team will be happy to help you.

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.

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Electronic/PDF Wills Guide
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