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Annuity Trusts

The Annuity Trust: A Gift Opportunity That Helps Secure Your Future
An annuity trust can provide you the security you seek from your investments while eventually providing our organization with a much-needed gift. If you are uncomfortable with other types of investment strategies, discover how this plan could be a secure, perfect fit with your unique financial and personal situations. More...

Bequest (charitable)

Eight Ways to Make a Difference
Among others, here are eight generally accepted ways to make a bequest in your will. More...

How to Preserve Your Legacy For Your Loved Ones
You have several smart choices to direct the maximum inheritance to loved ones after you are gone. But if your estate is sizable, minimizing the federal estate tax stands head and shoulders above all others.
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Let a Philanthropic Bequest Fit Your Wishes
As time goes by and your life evolves, you may consider how estate planning will affect your life and the lives of your family members. It may be time, you decide, to make a gift to benefit an organization that is very meaningful to you. If you are planning a bequest, let us explain the options that will best reflect your wishes. More...

Make Sure Your Charitable Bequest Is Deductible
By now you know that a gift from your estate to a charitable organization like ours is tax-deductible. But did you know that there are certain guidelines you must follow to ensure tax-deductibility of your gift? If you are planning to make a bequest, here are some points to ponder to make sure your gift will be tax-deductible. More...

The Gift You Leave Behind
A bequest is a gift that allows you to do so many wonderful things. You can benefit yourself, your heirs, and charitable organizations like ours. It will allow you to leave a legacy of caring. Explore the eight different ways to create a legacy through a bequest and see which best fits your needs and desires. More...

The Rewards of Making Charitable Gifts
Many people are surprised to learn that the gifts they make to charitable organizations can also bring personal financial benefits. More...

What's Your Capacity for Giving? Choose the Best Method
Your stage in life, your financial circumstances and your charitable goals all affect when, how and to which charitable organizations you make gifts. Because your decision to support Faith Hope and Charity requires such thoughtful consideration, we want to see that your goals are satisfied. More...

You Can't Take It With You
Special governmental rules allow for gifts of "tangible personal property" to qualified charitable organizations like ours. You may find that this is the ideal giving method for you. Take some time to think of your prized and valuble possessions as you consider making a charitable gift. More...

Charitable Gift Annuities

A Gift to Us That Returns the Favor to You
If you're looking for both a competitive rate of return and an income tax deduction, check into a charitable gift annuity. More...

Charitable Gift Annuity Versus a Savings Account
It used to be that a savings account could be counted on for reasonable earnings, and you would not have to give your savings much attention. These days, however, you may be looking for other options that produce a higher rate of return. More...

How a Charitable Gift Annuity Benefits You
Many of our friends who have been discouraged, or even hurt, by low earnings on their cash investments are discovering that they can help our organization and help themselves by the same means—a charitable gift annuity contract. More...

Invest in Our Future and Yours With a Charitable Gift Annuity
Establishing a charitable gift annuity is a safe way to produce secure, steady payments for yourself while providing significant benefits to us. More...

Payments for Life From Our Charitable Gift Annuity
You can secure fixed annual payments for life by making a contribution to us. More...

Charitable Gift Annuities (Deferred)

Act Now, Benefit Later
Can your gift that we will use years from now still be deductible on your tax return this year? If you make a gift through a charitable gift annuity, it can! More...

Benefits Worth the Wait
Deferred charitable gift annuities allow you to defer payments until a time when you may need the payments more and when you may be in a lower income tax bracket. More...

Deferred Annuity Can Boost Retirement Income
If you wish, with a gift annuity plan, your payments can start right away. But instead of receiving an immediate payment, you might want to defer it until a later date, such as when you retire. More...

Charitable Lead Trusts

Charity That Ends at Home
Do you care about the future of your family and loved ones? How about the work of charitable organizations? What if there was a plan that could take advantage of both of these concerns? A charitable lead trust would allow your philanthropy to make an immediate impact while reducing the tax costs for your heirs in the future. More...

Charitable Remainder Trusts

A Satisfying Way to Boost Retirement Income
If you are looking for a way to boost your retirement income and save income taxes, look into what a charitable remainder trust can do for you and our organization. More...

Add Years to Your Retirement Income
Today's retirees are retiring younger and living longer than ever. Even those who retire at the traditional age of 65 should plan on living at least another 20 years. You should enjoy your retirement, not spend it worrying about finances and tax issues. More...

An Excellent Way to Reduce Taxes
If you're searching for a way to reduce taxes for yourself and your heirs while benefiting the charitable organizations you care about, the advantages of a charitable remainder trust really add up. More...

You Can Create a Trust in Your Will
Safeguard your family and your money, and ensure the future of your favorite charitable organizations, like us, by creating a trust in your will. More...

Your Giving Lives On with Charitable Remainder Trusts
Are you interested in supporting our organization? Have you helped us in the past? It's very simple to help any charitable organization by employing a gift technique that can improve your income, save on income tax and help you avoid capital gains tax on appreciated assets. More...

Closely Held Stock (Gifts of)

Gift Strategy Using Closely Held Stock
See how one simple plan--a plan that you may never have even conceived of--can help you make a donation and receive something in return. At first, it may sound a bit strange. But if you learn about the many benefits of donating closely held stock, you will discover that it isn't a strange plan, but a plan that works. More...

Endowments

Endow: to make a grant of money providing for continuing support or maintenance
One way to fund the lasting charitable gift of an endowment is by creating your own foundation or using an existing one. More...

How to Perpetuate Your Values
Establishing an endowment fund not only offers ongoing support for our charitable organization, it also provides tax benefits and a public memorial for the donor. Consider establishing an endowment fund to ensure the future of Buena Vista University in this great way. More...

How to Turn Modest Donations Into Big Dollars
Learn how even modest gifts to your favorite charitable organization can become sizable contributions. More...

Estate Planning (In General)

An Estate Planning Overview
A solid charitable giving plan could be the best way to circumvent those taxes that can eat up your estate. More...

Can Your Estate Solve These Challenges?
Careful estate and financial planning can help you solve the challenges of paying for your child's education, caring for your aging parents, securing your financial future and helping your grandchildren. More...

Choose the Right Trust Plan for Your Will
Trusts are versatile estate planning tools, but for maximum benefits your trust should be drafted precisely to fit your wishes and goals. More...

Estate Planning for Unmarried Couples
" The cornerstone of every estate plan is a will." You've heard that before, but it is especially important for unmarried couples to have a complete estate plan, not just a will. Property and estate laws automatically provide legally married couples with a measure of protection that you must carefully plan to duplicate. More...

Estate Planning: Who Will Inherit Your Assets?
Estate planning is the process of deciding how to best transfer your assets, during your lifetime as well as at death. Such planning is critical; without it you could lose a sizable portion of your estate to taxes. More...

Fulfill Three Goals With One Trust
As you plan your estate, what goals come to mind? Of course caring for your surviving spouse so he or she is financially secure is always at the top of your list. You may also be interested in setting up a trust in order to maintain control over the principal assets so eventually they will pass to designated beneficiaries. And finally, you want to avoid the imposition of any federal estate tax on those assets. More...

Look at Your Life Insurance in a Whole New Way
If you're looking for a good way to make a charitable donation to an organization you care greatly about, like our organization, but don't have large estate assets, look into using an insurance policy. More...

It Pays to Plan Ahead
If you worry about taxes, your estate and your heirs, estate planning strategies can soothe your soul. Read about some basics on how to get started and how to take care of yourself and your loved ones. More...

Preserve Your Assets Through a Wealth Replacement Trust
You can give to both your family and make a donation to us without placing financial burden on yourself. More...

Put Some Kick Into Your Estate Plan by Using Trusts
Trusts can be an important part of your estate plan, offering ways to protect your family and your money, cut estate taxes and probate costs, and possibly support the work of our organization. More...

Restoring the Value of a Charitable Gift in Your Estate
Perhaps you would like to make a sizable contribution to our organization now to help meet our current needs, but you don't want to reduce the estate you will pass to your family. The solution? Purchase life insurance. More...

Sharing Your Estate Plans
Talking with loved ones about your estate planning documents relieves them of the burden of making decisions at what will be a trying time in their lives. More...

Widowed: Plan Your Own Estate
Once you've lost your spouse, you realize the importance of a sound estate plan. Now that you're on your own, it's time again to review your options and plan for the future of your loved ones. More...

Your Guide to Gift and Estate Planning
Estate planning doesn't have to be a chore if you follow this easy and gradual plan. More...

Financial

A Spending Quiz for Couples
Do you and your partner both know the answers to successfully sharing money? Take a spending quiz, and see if you pass. More...

You're Never Too Old for Stocks
The stock market is a game you can play—and win—at any age. Sound financial advisors suggest that the closer to retirement you are, the less risk you should be taking in your portfolio. However, being too conservative can also be risky. Learn how to design a financial plan that is smart and that meets your needs. More...

For Older Adults

A Satisfying Way to Boost Retirement Income
If you are looking for a way to boost your retirement income and save income taxes, look into what a charitable remainder trust can do for you and our organization. More...

Alternatives to Home Ownership
There are many alternatives to home ownership when you're concerned with leaving more to your heirs. More...

An Inflation Hedge for the Retired
A charitable remainder unitrust can be an effective way to protect your retirement income from the effects of inflation and ultimately benefit our organization. More...

Estate Planning: Who Will Inherit Your Assets?
Estate planning is the process of deciding how to best transfer your assets, during your lifetime as well as at death. Such planning is critical; without it you could lose a sizable portion of your estate to taxes. More...

Golden Strategies: Bright Ideas for Senior Citizens
Unearth Golden Strategies through a simple Q&A forum. Golden Strategies has answers to questions relevant to today's seniors and their lifestyles. More...

Good Things Happen When You Make a Will
If you have put off making your will or if you have an old will that's out of date, it's time to make some changes. If you want to make sure your family is provided for, hope to minimize taxes on your estate. More...

Living Will: Pros and Cons
If you've given consideration to what would happen if you became terminally ill or permanently unconscious, then you should consider looking into a living will and a health care proxy. More...

You're Never Too Old for Stocks
The stock market is a game you can play—and win—at any age. Sound financial advisors suggest that the closer to retirement you are, the less risk you should be taking in your portfolio. However, being too conservative can also be risky. Learn how to design a financial plan that is smart and that meets your needs. More...

For Physicians

A Great Way to Boost Retirement Income
There aren't many solutions that meet multiple goals, but here's one that does: a charitable remainder unitrust. This plan can accomplish the dual goals of supplementing retirement income and making a significant gift to a charitable organization. It is a gift that allows you to feel good about making a difference and feel financially secure—all at the same time. More...

Are You Planning to Retire?
As physicians plan for retirement, an irrevocable charitable remainder trust can be an important tool for supporting our organization, gaining additional retirement income and earning tax deductions. More...

Save Estate Taxes and Avoid Probate With Trusts
An important estate planning goal is to reduce estate taxes to the lawful minimum permitted by Congress, and trusts are key to accomplishing this. More...

Status Check
Have you experienced changes in your life but not changed your will to reflect those changes? Find out more about circumstances that affect your will and what you may need or want to change. More...

For Professional Advisors

A Guide to Early Termination of a Charitable Remainder Trust
Many clients feel a great sense of satisfaction upon the creation of a charitable remainder trust (CRT). After the newness wears off, however, some CRT income and remainder beneficiaries wish to terminate their trusts.
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Charitable Planning Mistakes to Avoid
This article highlights specific areas of the charitable planning process where mistakes seem to recur based on the authors' combined experiences. As you read through the article, mistakes from the seasoned professional to the charitable planning novice are highlighted. By sharing these real-life situations, the authors hope to disperse knowledge, not from the painful school of hard knocks, but from the less painful old cliche, "learn from the mistakes of others."
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Charitable Remainder Trusts: Robust Yet Underused Scenarios
Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve the client’s position. This article features novel client situations in which a charitable remainder trust (CRT) is used to save the day. As is true with any creative planning idea, these techniques work in these particular circumstances, but they hopefully will lead you to recommend a charitable gift, particularly a CRT, in situations where it may not be immediately obvious. More...

Choosing the Right Charitable Remainder Trust
Improve income for yourself and others, make an income tax charitable deduction and avoid capital gains taxes with an irrevocable charitable remainder trust. More...

Gift Planning Basics: Matching Methods to Motives
Become educated on the many plans that fall under the three main groups of gift planning. More...

How Investment Decisions Affect Life Income Gifts
Anyone involved in the creation or planning of life income gifts knows that the last three years have been the most challenging since the Tax Reform Act of 1969 codified the rules regarding these gifts. The coupling of a significant equity market pullback and the lowest fixed interest rates in 45 years has created challenges for the maintenance of donor relations and establishment of new gift plans, and has created discomfort for fiduciaries managing ongoing gifts. More...

Lessons From the Experts
Charitable planning can be one of the most satisfying areas in which an advisor can practice. Charitable planning is a specialty, however, with technical rules and an abundance of potential pitfalls. The purpose of this article is to alert you to some of the pitfalls you may encounter, enabling you to do a better job for your clients. More...

Maximize Memorials for a Lasting Influence
Charitable organizations are quick to recognize that some of their greatest donors are those who want to make memorial gifts in honor of a loved one. Professional planning advisors often play a key role in helping make that happen.
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Misconceptions About Living Wills, Health Care Proxies and End-of-Life Decisions
The tragedy of Terri Schiavo and the publicized legal battle that emerged between her family members of whether to withdraw life-sustaining measures, caused millions of clients to rush into preparing end-of-life documents.
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Testamentary Gifts to Help Children & Grandchildren
Several types of charitable techniques are available to donors whose planning goals are twofold: one, to provide benefits to the donor's favorite charitable organizations, and two, to financially assist the donor's children and grandchildren. More...

The Charitable Lead Trust Is a Good Fit for Improving Markets
Of all the charitable planning tools, the charitable lead trust (CLT) is one of the more beneficial types of gifts. But, because of its complexity, it is also one of the least utilized planned gifts. More...

Gifts in Kind

The Alternative Gift Asset: A Gift-in-Kind
A gift-in-kind is typically an item or a service that you donate to a charitable organization, like ours. Such gifts are likely to be tangible assets, like things you can put your hands on, carry or place in your garage, as opposed to cash, stocks or real estate. More...

Health

Living Will: Pros and Cons
If you've given consideration to what would happen if you became terminally ill or permanently unconscious, then you should consider looking into a living will and a health care proxy. More...

Life Insurance (Gifts of)

How You Can Benefit by Giving Life Insurance
Whether direct or indirect, if you're looking for a way to benefit yourself with possible increased cash flow and tax savings and benefit a charitable organization, consider a gift of life insurance. More...

Look at Your Life Insurance in a Whole New Way
If you're looking for a good way to make a charitable donation to an organization you care greatly about, like our organization, but don't have large estate assets, look into using an insurance policy. More...

Q & A: Life Insurance Quiz
How much do you know about making a gift of life insurance to a charitable organization? Take our quiz to discover if you know the answers. More...

Three Ways to Donate Life Insurance
Consider three ways to make your life insurance work for you and support our important work. More...

Living Trusts

A Living Trust Could Be the Key to Your Estate Plan
If you would like to receive income from your assets during your lifetime and have asset management under control after your death, look into a plan that offers great flexibility, such as a living trust. More...

Discover the Flexibility of Living Trusts
Do you worry about what will happen to your assets after your death? If you are looking to keep control of your property during your lifetime, have professional management of those assets and possibilities. More...

Five Benefits of a Living Trust
Have you thought about how you can avoid probate delays, make private gifts to your beneficiaries, have your assets professionally managed and save money all at the same time? If not, it's time to start planning. More...

Living Trust? You Don't Need to Be Rich
If avoiding probate costs and delays, enjoying lifetime benefits, asset management and providing for your heirs sounds appealing to you, look into setting up a living trust. More...

Should You Create a Joint Trust?
If you're considering a joint trust, something to look at is whether the state you reside in is a community or noncommunity property state, and work from that point forward. More...

Married Couples' Estate Planning

Blended Families Benefit From the QTIP
A type of trust known as a qualified terminable interest property (QTIP) trust is a popular estate planning tool often used for second marriages. If you want to provide for your spouse but still have ultimate control over where the trust principal is distributed, this trust may be for you. More...

Fulfill Three Goals With One Trust
As you plan your estate, what goals come to mind? Of course caring for your surviving spouse so he or she is financially secure is always at the top of your list. You may also be interested in setting up a trust in order to maintain control over the principal assets so eventually they will pass to designated beneficiaries. And finally, you want to avoid the imposition of any federal estate tax on those assets. More...

Memorial Gifts

Follow in These Footsteps: Make a Memorial Gift
Establishing a memorial is a twofold gesture. First, you honor a loved one or yourself. Second, your charitable gift serves as an endorsement of our good works. More...

It Is an Honor
Do you know someone whose life has been affected by our organization? Have you ever considered making a gift to us in honor of that person? Establishing a memorial allows you to honor a loved one or yourself, as well as support our good works. You also receive personal financial benefits from your contribution. More...

Maximize Memorials for a Lasting Influence
Charitable organizations are quick to recognize that some of their greatest donors are those who want to make memorial gifts in honor of a loved one. Professional planning advisors often play a key role in helping make that happen. More...

Planned Giving (In General)

Estate Planning and Planned Giving
Have you made a will and planned your estate? Look into some planned giving options that help you, your heirs and our organization. More...

Finding Fulfillment: Make a Personal Plan
Take the time to outline a philanthropic strategy that could lead to real fulfillment. More...

Fulfill Three Goals With One Trust
As you plan your estate, what goals come to mind? Of course caring for your surviving spouse so he or she is financially secure is always at the top of your list. You may also be interested in setting up a trust in order to maintain control over the principal assets so eventually they will pass to designated beneficiaries. And finally, you want to avoid the imposition of any federal estate tax on those assets. More...

It Pays to Plan Ahead
If you worry about taxes, your estate and your heirs, estate planning strategies can soothe your soul. Read about some basics on how to get started and how to take care of yourself and your loved ones. More...

Q & A: Donations and Record-Keeping Quiz
How much do you know about making donations and the records that you should be keeping? Take our quiz to discover if you know the answers. More...

Q & A: General Planned Giving Quiz
How much do you know about planned giving? Take our quiz to discover if you know the answers. More...

The ABCs of Planned Gifts
Does receiving an income for the rest of your lifetime sound appealing? Look into making a planned gift and find out how you can benefit. More...

The Alternative Gift Asset: A Gift-in-Kind
A gift-in-kind is typically an item or a service that you donate to a charitable organization, like ours. Such gifts are likely to be tangible assets, like things you can put your hands on, carry or place in your garage, as opposed to cash, stocks or real estate. More...

Why You Give and How You Benefit
What are your reasons for giving to our organization and other worthy causes? Is it for finanicial reasons, personal reasons or both? Look into the many ways you can give and benefits you can receive. More...

Pooled Income Funds

Life Income From Our Pooled Income Fund
If you would like to make a major contribution to a charitable organization while receiving income on its earnings for life, consider joining other donors in a pooled income fund. You can donate cash or securities--or both--into the fund, and receive not only the satisfaction of knowing you've helped a worthwhile cause, but also a fixed income for life. More...

Quizzes

Q & A: Creating a Better Will Quiz
Do you already have a will, or are you thinking about making one? Quiz yourself to see how you can create a will that works best for you and your family. More...

Q & A: Donations and Record-Keeping Quiz
How much do you know about making donations and the records that you should be keeping? Take our quiz to discover if you know the answers. More...

Q & A: General Planned Giving Quiz
How much do you know about planned giving? Take our quiz to discover if you know the answers. More...

Q & A: Life Insurance Quiz
How much do you know about making a gift of life insurance to a charitable organization? Take our quiz to discover if you know the answers. More...

Q & A: Wills Quiz
How much do you know about wills? Take our quiz to discover if you know the answers. More...

Real Estate (Gifts of)

A Strategy to Avoid Capital Gains Taxes
If you would like to avoid substantial capital gains tax on the sale of a property, find out about the many options for donating that property to a charitable organization. It may seem like a big move to make, but you will be amazed by all the benefits. It could be the best move you ever make! More...

Does Your Home Need a New Home?
Learn how you can use your home to create income, save taxes, reduce probate costs for your estate and serve a charitable purpose. More...

How You Benefit From Giving Real Estate
Consider one of the many ways you can use your real estate to help our organization meet its critical needs. More...

Retained Life Estate

Alternatives to Home Ownership
There are many alternatives to home ownership when you're concerned with leaving more to your heirs. More...

The Retained Life Estate
If you would like to make a gift to a charitable organization, consider giving your house in a retained life estate and continue living there, along with a beneficiary, for life. More...

Retirement Income Plans

A Hidden Tax Hit Waiting to Happen?
Many people do not realize that well over half of their retirement assets will be forfeited to taxes if left to an individual heir. More...

Don't Run Out of Retirement Funds!
If you have concerns about outliving your retirement money, there are different strategies that can help ease your fears. More...

Will You Have Enough Retirement Income?
If you would like to increase your retirement income and decrease your current income tax while helping the mission of our organization, consider one of the various types of unitrusts. More...

Retirement Plan Assets (Gifts of)

Know Your Retirement Plan Taxation
Qualified retirement plans may save you taxation dollars during your lifetime, but unless you do some special planning, your heirs will be hit with both income and estate taxes to cover. More...

Preserve Your Retirement Plan Assets
Do you have an IRA, a tax-sheltered annuity or an employee benefit plan? Is it possible that you have a large amount of money wrapped up in any of those mentioned items? Huge growth in any of these retirement assets results in an estate more vulnerable to taxation. Discover a way to remove this tax burden from yourself and your heirs while aiding a worthy cause. More...

Retirement Benefits: Who Gets the Rest?
After you've provided for your family, consider using the remainder of your retirement plan assets to fulfill your philanthropic objectives. Your charitable gift would make a meaningful impact on the organization you wish to benefit, and would also offer valuable advantages to you. More...

Single People's Estate Planning

Estate Planning for Unmarried Couples
" The cornerstone of every estate plan is a will." You've heard that before, but it is especially important for unmarried couples to have a complete estate plan, not just a will. Property and estate laws automatically provide legally married couples with a measure of protection that you must carefully plan to duplicate. More...

Widowed: Plan Your Own Estate
Once you've lost your spouse, you realize the importance of a sound estate plan. Now that you're on your own, it's time again to review your options and plan for the future of your loved ones. More...

Stock/Appreciated Property (Gifts of)

A Sure Way to Avoid Capital Gains Tax
Selling long-term appreciated assets results in gains that are subject to the capital gains tax. A tax-free solution isn't out of reach. A gift of appreciated property or a charitable remainder trust can help reduce your capital gains tax while advancing the work of a charitable organization you care about, like ours. More...

How You Win With Gifts of Appreciated Property
A charitable gift of appreciated property allows you to support a charitable organization and avoid paying capital gains tax on the asset. See how this unique gift idea could be of benefit to us, and how it could make a difference for you. More...

Opportunities and Cautions for Gifts of Real Property
Notwithstanding a heightened level of ownership of common stocks, bonds and mutual funds by Americans, a substantial percentage of personal wealth that is potentially available for charitable giving is still in the form of real property. More...

Tax Benefits of Giving Appreciated Property
Cash may not always be the best option for making a charitable gift to a charitable organization like ours. Even when cash is available for a gift, consider a gift of appreciated property first. A gift of appreciated property can offer maximum benefits to the charitable recipient at a minimum cost to the donor, thanks to tax savings. More...

Trusts (In General)

Choose the Right Trust Plan for Your Will
Trusts are versatile estate planning tools, but for maximum benefits your trust should be drafted precisely to fit your wishes and goals. More...

Fulfill Three Goals With One Trust
As you plan your estate, what goals come to mind? Of course caring for your surviving spouse so he or she is financially secure is always at the top of your list. You may also be interested in setting up a trust in order to maintain control over the principal assets so eventually they will pass to designated beneficiaries. And finally, you want to avoid the imposition of any federal estate tax on those assets. More...

Put Some Kick Into Your Estate Plan by Using Trusts
Trusts can be an important part of your estate plan, offering ways to protect your family and your money, cut estate taxes and probate costs, and possibly support the work of our organization. More...

Why Use Trusts?
Trusts offer a remarkably versatile way to broaden your estate plan, offering the potential for increased life income for yourself and loved ones, tax benefits and a means to support a favorite charitable organization. More...

Your Guide to Trusts
If you're not sure which type of trust is right for you, check out this simple guide. More...

Unitrusts

A Great Way to Boost Retirement Income
There aren't many solutions that meet multiple goals, but here's one that does: a charitable remainder unitrust. This plan can accomplish the dual goals of supplementing retirement income and making a significant gift to a charitable organization. It is a gift that allows you to feel good about making a difference and feel financially secure—all at the same time. More...

Add More Income to Your Retirement Years
Do you hope for better returns on your investments? Are you hoping for some additional retirement income? A charitable remainder unitrust can boost your retirement income while providing an eventual gift to a charitable organization of your choice, like us. Setting up a unitrust even results in an immediate tax deduction. More...

Unlock Your Income Power With a Unitrust
Like many investors, you may find yourself in a dilemma. You would like to increase the income you derive from your investments, but you do not want to sell your growth stocks at a large profit because you will have to pay capital gains tax on their appreciation. More...

Wealth Replacement Trusts

Preserve Your Assets Through a Wealth Replacement Trust
You can give to both your family and make a donation to us without placing financial burden on yourself. More...

Restoring the Value of a Charitable Gift in Your Estate
Perhaps you would like to make a sizable contribution to our organization now to help meet our current needs, but you don't want to reduce the estate you will pass to your family. The solution? Purchase life insurance. More...

Wills

Attention Women: Keep Your Will Up-to-Date
When was the last time you reviewed your will? Has your life changed in such a way that it might affect the plans you left directives for in your will? Rest a bit easier by learning if you need to update your will. More...

Define Your Dreams Through Your Will
We hope that you are not part of the nearly 25 percent of Americans age 65 and above that have not yet created wills. Failure to prepare can hurt yourself and your family, as well as organizations that are important to you. More...

Give Your Will a New Look
If you haven't looked at your will in a few years, it may need to be updated. More...

Good Things Happen When You Make a Will
If you have put off making your will or if you have an old will that's out of date, it's time to make some changes. If you want to make sure your family is provided for, hope to minimize taxes on your estate. More...

How to Take Control of Your Legacy
Are you looking for a way to benefit loved ones and maybe a favorite charitable organization, like us, after your death? Take a look at all the possible ways to leave your legacy through your will. More...

Q & A: Wills Quiz
How much do you know about wills? Take our quiz to discover if you know the answers. More...

Status Check
Have you experienced changes in your life but not changed your will to reflect those changes? Find out more about circumstances that affect your will and what you may need or want to change. More...

What You Can Accomplish Through Your Will
A will is not the only way available to you to transfer assets, but it's too important to be without. More...

Why Does a Woman Need a Will?
If you die without a will, the law may make undesirable arrangements that affect your loved ones, like your children. Do you want to choose a guardian for your children or create a trust for their benefit? Look into making a will and learning about the opportunities one provides. More...

Why You Need a Current Will
What would happen if you died tomorrow? Would your heirs be taken care of? Where would your assets go? Look into how making a current will provides for all these things and more. More...

Women's Estate Planning

A Spending Quiz for Couples
Do you and your partner both know the answers to successfully sharing money? Take a spending quiz, and see if you pass. More...

Attention Women: Keep Your Will Up-to-Date
When was the last time you reviewed your will? Has your life changed in such a way that it might affect the plans you left directives for in your will? Rest a bit easier by learning if you need to update your will. More...

Is It Yours, Ours or Theirs?
If you're concerned about how much of your money goes to the government after your death, and not to your heirs, read about why you should find the right ways to direct your social capital. More...

Today's Woman Needs an Up-to-Date Plan
You may think you don't really have a need for an estate plan, but more likely than not, you do. Find out about all the ways one can benefit you, your loved ones and favorite charitable organizations. And, learn more about the tools you can use to help make your plan take shape. It may be the best move you ever made. More...

Why Does a Woman Need a Will?
If you die without a will, the law may make undesirable arrangements that affect your loved ones, like your children. Do you want to choose a guardian for your children or create a trust for their benefit? Look into making a will and learning about the opportunities one provides. More...

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