Once you complete your estate plans, please fill out our member profile form to let us know. We would like to thank you for your generosity by including you in The Legacy Circle.
Your membership involves no dues, obligations, or solicitations, but it does allow us to thank you and recognize you for the plans you have made. Your commitment may also inspire your friends and classmates to make a similar generous decision.
Benefits of membership in The Legacy Circle include invitations to special events and seminars. Legacy Circle Members are also provided with direct contact with our office for any questions they may have.
The most important benefit you will receive from joining The Legacy Circle is the satisfaction derived from making a lasting contribution to our long-term success.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.