Legacy Planning

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What Is Planned Giving?
Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More.

Check Out Our Monthly Feature Articles:


Is Facebook Part of Your Estate?
Have you thought about your online legacy? Learn what to consider when planning your estate in an era of social networking. More

Did Your Insurance Agent Tell You This?
While you may be looking into ways life insurance can protect your spouse and children's future, you might be surprised what your insurance policy can do for Educational First Steps. More

Tips for Discussing Estate Planning With Your Spouse
Engaging in a meaningful conversation with your spouse about estate planning can help you and the people and causes you care about benefit most. More

Do You Need a Safe-Deposit Box?
Learn what you should keep in a safe-deposit box—and what you shouldn’t. More

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