Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.