Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of creating a Jewish legacy. If you have any questions about the best way for you to benefit through a legacy gift, Jim Friedman will be pleased to help you.

What to Give
What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Words from the Heart
Words from the Heart
Video Testimonials
These heartfelt testimonials capture the "Why" for making a legacy that will sustain us for generations to come.
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How to Give
How to Give
Learn how to make a gift that provides tax benefits and even life income.
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News - Check Out Your 2012 Taxes
News
Check Out Your 2012 Taxes
The American Institute of CPAs (AICPA) is offering a new service on the Total Tax Insights Website. Surveys by the AICPA show that most Americans do not realize how much they are paying in federal, state and local taxes. AICPA President...
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Create Your Plan
Create Your Plan
Discover the benefits of a planned gift based on your property and goals.
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Personal Planner - Bypass the Estate Tax
Personal Planner
Bypass the Estate Tax
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill carries the title...
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