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 - Identity Theft Takes $11 Billion From IRS
News
Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund fraud. TIGTA produced a major report on May 3, 2012 that outlined in...
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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 - Gift Tax Surprise
Personal Planner
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...
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