What Are You Waiting For?

Of course you’ve known all along how important estate planning is, right?

It’s probably the most important practical thing you’ll ever do for your personal peace of mind and the well being of your family.

For more information about any of the creative giving techniques mentioned in these planned giving pages, please contact us.


In This Section

1: You Need a Good Estate Plan

2: What is a Good Estate Plan?

3: One Size Does Not Fit All

4: Minimizing Your Tax Liabilities

5: The Basic Planning Tools

6: Who Can Help You

7: What Are You Waiting For?

Sample Bequest Language

Download a Sample Codicil Form

Next: Giving From Your Estate

Please contact us so that we can assist you through every step of the process.



The material presented on this Planned Giving website is not offered as legal or tax advice.
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