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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.
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 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
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.
- Charitable Gift Annuity
- Charitable Unitrust
- Charitable Annuity Trust
- Deferred Gift Annuity
- Sale and Unitrust
- Part Gift and Part Sale
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