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Estate Planning Starters
The Information You'll Need and How to Gather It
How to Prepare to Meet With Your Attorney
A Brief Overview of the Estate Planning Process
A Guide to Making Your Will
Direct Your Assets to the People and Causes You Care About Most
Eight Ways to Pass On Your Values
Plan Your Legacy With Your Will or Trust
Your Guide to Locating Important Documents
An Organizer for Essential Estate Planning Information
Why Give Retirement Plan Assets to Charity?
Avoid Paying More Than 60 Percent in Taxes
How to Donate Appreciated Property to Charity
Learn the Most Tax-Efficient Strategies
Who Should Inherit Your IRA?
How Family and Friends Lose Out
Receive Income for Life With a Deferred Gift
Consider the Benefits of a Charitable Remainder Unitrust
How to Turn a Donation Into a Paycheck for Life
The Charitable Remainder Annuity Trust
The Three Easiest Ways to Leave Your Legacy
Beneficiary Designations
How You Benefit by Giving Life Insurance
One of the Most Satisfying Ways to Donate
How to Put Your Savings Bonds to Work
Smart Strategies for Redeeming Your Bonds
Out-of-the-Ordinary Charitable Giving
Consider Exercised Stock Options, Tangible Personal Property and More
Grow Your Assets Without Growing Your Heirs' Tax Bills
The Charitable Lead Trust
Yours, Mine and Ours
Estate Planning for the Modern Family
All in the Family
Providing for Your Pets if They Outlive You
Your Guide to Year-End Giving
Plan Carefully for the Biggest Impact
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