Estate Planning

Legacy brochure

 

IRA Rollover for Charitiable Purposes

 

The Charitable Lead Trust: How to Give and Pass Wealth to Your Heirs

 

Estate Planning Today: A Guide to a More Effective Plan

 

Estate Taxes: Ways to Minimize Their Impact

 

Gifts of Life Insurance: Effective Ways to Make Them

 

Gifts of Property: Opportunities and Benefits

 

Gifts of Real Estate: Unlocking the Financial Benefits

 

Maximizing Tax Savings with Gifts of Appreciated Stock

 

The Charitable Remainder Trust: A Gift and an Income

 

Trusts in Financial and Gift Planning: Maximizing Your Benefits