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Create Your Plan
What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal illustration to see the benefits of a plan for you.
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.
- Charitable Unitrust
- Charitable Annuity Trust
- Gift Annuity
- Deferred Gift Annuity
- Sale and Unitrust
- Part Gift and Part Sale
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
PLAN NOW
Learn About Wills
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.
- Your Property
- Joint Tenancy
- Failing To Plan
- Why no Will?
- Asset Distribution
- Wills 101
- Trust Benefits
- Wills vs. Trusts
- Health and Attorneys
- IRA Gifts
- Planning for Children
- A Right Inheritance