With planned giving, you can provide long-lasting support for the organizations and causes of your choice while enjoying financial benefits for yourself.
Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.
Should a Joint Tenancy be Part of Your Estate Plan?
Who Needs a Will? Probably, You.
Five Excuses People Give to Avoid Making Their Estate Plan
The What, When and Where of Wills
Five Questions and Answers about Wills
How to Prepare for a Meeting with Your Estate Planning Attorney
Do I need a Will, a Living Trust or Both?
Do I Need a Living Trust?
Caring for Your Health When You No Longer Can
What is the Right Inheritance to Give to Your Children?
Using a Will or Trust to Make Gifts to Your Heirs
How Your Estate Can Help Your Children and Charity
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© Copyright 2018 Crescendo Interactive, Inc. All Rights Reserved.PRIVACY STATEMENTThis 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.