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