Charitable Estate Planning
(click on green link below each title)
Overview of Charitable Giving Techniques
Overview
Making a Difference in Your Community While Protecting Your Family
Making a Difference
Tax Basics of Charitable Gifts Client Guide flyer
Tax Basics of Charitable Gifts
Life Insurance as Charitable Gift
Life Insurance as Charitable Gift
Charitable Remainder Trusts
Charitable Remainder Trusts
Charitable Lead trust client guide
Charitable Lead trust
Using a Wealth Replacement Trust to restore charitable gifts for your family
Wealth Replacement Trust
Transferring a Closely Held Business Using a Charitable Remainder Trust
Transferring a Closely Held Business with CRT
Retirement Plan Assets as Charitable Gift
Retirement Plan Assets as Charitable Gift
Charitable Remainder Trust-Helping Charity While Helping Yourself
CRT-Helping Charity & Yourself
Leveraging Life Insurance to Make Larger Impact
Leveraging Life Insurance to Make Larger Impact
The Wealth Replacement Trust-Giving to Charity Without Reducing Your Legacy to Your Family
Wealth Replacement Trust
Use Your IRA to Benefit Charity
Use Your IRA to Benefit Charity