“Our Gift Planning Counselor did a great job! Easy to work with. They provided us with a great explanation of how charitable estate planning works.”   – Lee...

The words I use to describe Gift Planning Services’ work are professional, knowledgeable, adaptable and warm. GPS comes in with confidence and kindness – true professionals from the moment they walk into the room. Their experience with a myriad of gifting...
Family Feud or Treasured Heirloom?

Family Feud or Treasured Heirloom?

Mark and Sally brought their five-week-old daughter, Rachel, to visit Rachel’s grandparents over Easter so everyone could see their new “Bundle of Joy.”  One Sunday night after a great weekend with family, the couple left for the 250 mile trip home.  After 45 minutes...
Life is a Gift, Not a Guarantee

Life is a Gift, Not a Guarantee

Mark and Sally brought their five-week-old daughter, Rachel, to visit Rachel’s grandparents over Easter so everyone could see their new “Bundle of Joy.”  One Sunday night after a great weekend with family, the couple left for the 250 mile trip home.  After 45 minutes...
Melvin and Phyllis

Melvin and Phyllis

Ron Smith worked with a retired couple named Melvin and Phyllis to plan their estate. At the time, Melvin had some health issues and they felt he would die first, so they planned their estate accordingly. But as life happens, it did not go as planned, and Phyllis, his...