Is the thought of planning OVERWHELMING?

Births, deaths, change of address, and retirement are some examples of transitions that can cause a need for planning or making adjustments to your existing plans. Our estate and gift planning workbook is designed to encourage you to think about how you want your assets to be distributed after your lifetime and to assist you in gathering the information your attorney will need to prepare a will and/or trust that accomplishes your goals.


Request our free Estate and Gift Planning Kit to help you get started.

Special Reminder!
On Friday May 16th we will be hosting our third annual Women, Wealth & Wisdom Conference at the Memorial Student Center. This year there will be sessions on:
  • estate planning
  • guardianship
  • investing
  • care management
  • retirement accounts
  • and much more!
April 11th registration opens. You can find more information and register at If you would like to be alerted when registration opens contact us

Have you included a gift for Texas A&M in your estate plans? Let us know so that we can enroll you in Heritage Membership today.
Personal Planner
Family Limited Partnerships
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members. Read More
Savvy Living
Air Travel Tips for Travelers with Special Needs
I would like to fly my elderly parents across the country next month for my daughter’s wedding but have some concerns about the flight. My mom has trouble walking long distances and my dad has COPD and needs an oxygen tank. What airport or airline... Read More
Your Plan
Helping Future Aggies
The Avants recently made a bequest that someday will establish multiple awards, including a prestigious President's Endowed Scholarship. Read More
Washington News
Obama and Biden 2013 Tax Returns
Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. Read More
Stocks - Google Reports Quarterly Earnings Read More
Bonds - Treasuries Fall This Week Read More
CDs and Mortgages - Interest Rates Decline Read More


If we can be of further assistance to you or your clients, or if you would like more information about planning a gift to benefit Texas A&M, please contact us at 800-392-3310 or visit our website at

To access our charitable giving and tax information service - Gift Law Pro - or utilize our planned giving calculators, please click here. Thank you for your interest in gift planning and Texas A&M. As always, we are here to assist you and your clients.

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Glenn Pittsford '72, Vice President for Gift Planning
Will Fusselman '95, Senior Gift Planning Officer
Angela Throne '03, Gift Planning Officer
Mark Matthews '80, Gift Planning Officer
Mark Browning '88, Gift Planning Officer
Carrie Keller '99, Gift Planning Assistant

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