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, helpful information may enable you to successfully make arrangements as you plan your estate. Provide for and protect your family with this Estate Planning Guide.

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Electronic/PDF Estate Planning Guide
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Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
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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.