Gift & Estate Planning

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Ages 70+

Planning for Your Family
The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones. Here's what you need to know to get organized. More

Helping Others
After your family is taken care of, you can plan a charitable gift that may extend your legacy beyond your lifetime, protect your loved ones and reduce your taxes. More

Phone: 512-475-9632 or
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Gift Planning Tools

Plan by Life Stage
Ways to Give
What to Give
Build Your Gift
Compare Gifts
Planning Tips
Gift Illustrator
Estate Planning Essentials

Make a Gift to UT


FREE Estate Planning Kit