Planned Giving
Text Resize

Our News

Thank you for your interest in supporting quality health care in San Diego. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

Please join us for our upcoming estate planning workshop:

Tools, Tips and Traps in Estate Planning – Turning Opportunity into Income
Presenter: Norm Timmins J.D. Estate Planning Director
Date and Time: Thursday, January 14, 2:30 - 4:00 pm
To register for this Zoom virtual class, please email