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Welcome to your resource for charitable gift planning!
Who doesn't aspire to leave an estate that will support one's children and grandchildren? Or to benefit a favorite charity?
Would you consider the possibility that you might be able to transform lives at Worcester State, create a lasting legacy, and still protect your own, and your family's, financial well being?
Practical questions like these deserve practical answers. That is why we have created this website. Our Build Your Gift planner and Compare Gifts tool will help you get started. Or click on eBrochures to request specific information on a planning option.
You may also contact us directly for more information and assistance.
Check Out Our Monthly Feature Articles:
Help Yourself and Your Alma Mater With a Charitable Gift Annuity
Thomas Todd Jr. '52 attended Worcester State Teachers College "quite by accident." But he says his years as a student here remain "a peak experience."
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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 This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).
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Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track.
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5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future.
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What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will.
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Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds.
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