Request for Information

Request for Information

Please complete the form below, or you may contact us by phone at (516) 759-2040 x105.

I would like more information regarding:
  • Wills and Bequests
  • Gifts of Retirement Plans
  • Gifts from your Donor-Advised Fund
  • Gifts of Appreciated Securities
  • Gifts of Life Insurance
  • Gifts of Real Estate
  • Gifts of Personal Property
  • Charitable Remainder Unitrust
  • Charitable Remainder Annuity Trust
  • Charitable Lead Trusts
  • Retained Life Estates

Please note: All highlighted and starred (*) fields are required.