Design Your Legacy

While it's impossible to control the future, you can feel secure about your ultimate goals by making a "sleep well" plan that lets you know your loved ones are cared for the way you want. At the same time, you can invest in future generations for bright, young Samford students through one of the several ways to "pay it forward."
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
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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Our Newsroom - How to Make the Most of Your Doctor's Visit
How to Make the Most of Your Doctor's Visit
"Can you write a column educating patients on how to prepare for doctors' appointments? I manage a number of small health clinics and have found that patients (especially seniors) who come prepared...
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