Working as a team, we help friends of the West Texas Rehabilitation Center and our Hospice of the Big Country in Abilene and Hospice of San Angelo find practical solutions to everyday desires and needs, often through planned giving.
Whether the desire is to leave a legacy through a major gift, avoid or reduce taxes, increase income, realize tax free appreciation, provide for an income you can’t outlive, protect assets, provide for retirement, provide for expert management, or diversify assets, our work is to be helpful without expectation, obligation or cost.
Our work is especially advantageous to anyone doing estate planning, wishing to benefit a charity or charities, facing significant capital gains, gift or estate taxes, or anyone with a life or estate planning need coupled with a desire to benefit charities they love.
The Rehab has provided our team very specialized training; we believe, however, that it is our attitude of service which distinguishes us. If we can be of service, please contact us.