Gift Planning
Planned Giving

Free Estate Planning Guide

Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Estate Planning Guide to record your family information and your estate distribution plans.

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Electronic/PDF Estate Planning Guide
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Gifts That Pay You Back

Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Lead Unitrust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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Additional Resources

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Resources for Professional Advisors

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.