One Gift. A Lifetime Investment.

Meet your personal financial goals while making a difference for our future.

Learn About Wills Video

Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.

Planning For Your Future

Should a Joint Tenancy be Part of Your Estate Plan
Who Needs a Will? Probably, You.
Five Excuses People Give to Avoid Making Their Estate Plan

Wills Basics

The What, When and Where of Wills
Five Questions and Answers about Wills
How to Prepare for a Meeting with Your Estate Planning Attorney

Trusts & Healthcare

Do I need a Will, a Living Trust or Both?
Do I Need a Living Trust?
Caring for Your Health When You No Longer Can

Gifts to Your Family

What is the Right Inheritance to Give to Your Children?
Using a Will or Trust to Make Gifts to Your Heirs
How Your Estate Can Help Your Children and Charity

The Marist Mission in Education

The mission of Marist School is to form the whole person in the image of Christ through instruction grounded in religious values, the teachings of the Catholic Church, and the spirit of the Society of Mary. This mission is advanced through communal pursuit of excellence in academic, religious, extracurricular, leadership, and service programs.
Learn More