Charitable Gift Planning or Endowment Fund
Welcome to Your PLANNED GIVING Resource Center To preserve the memory of a loved one, to express gratitude, to demonstrate deep-felt humanitarian concerns, to support the fight against cancer, to provide resources for cancer survivors—these are some of the reasons thousands of people each year contribute their time, money and talent to charitable organizations. More Information That You Can Use: Survivorship Life Insurance If your estate exceeds the exclusion amount, you may have an estate tax liability. However, that does not mean your heirs should lose part of your estate. This life coverage can insure both you and your spouse under one policy, with the proceeds payable after the second death. More Will New Tax Laws Affect My Estate Plan? It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More Now's the Time to Review This Important Estate Planning Checklist As the new year gets under way, now is the perfect time to take the necessary steps to update your estate plans so they reflect any life changes you experienced in the past year. More Use Your Will to Change the Future Do you hesitate to give to your favorite causes because you are concerned about needing your assets in the future for you or your family? A gift in your will, called a bequest, could be the right option for you. More 3 Steps to Change Beneficiaries in Your Will or Living Trust If you wanted to name or change a beneficiary in your will, would you know what to do? The process is actually easier than you might think. More Surviving the Loss of a Loved One: Estate Planning Help Life is challenging. The loss of a loved one makes it even more so. But don’t let stress over your finances make it even harder—ease your way through the tough times with these smart financial strategies. More |
