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Qualified Retirement Plan Assets
Instructions for naming Embry-Riddle Aeronautical University as beneficiary of qualified retirement plan assets 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 This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).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

If you have any questions or would like to discuss your gift plans, please contact Bernadine Douglas at 386-323-5090 or bernadine.douglas@erau.edu.


Plan by Life Stage

Plan by Life Stage

The steps to take now—no matter what stage you're at in life.
I am under age 40.
I am age 40-54.
I am age 55-69.
I am age 70 or older.

Legacy Society

The Legacy Society

By including Embry-Riddle in their estates, Legacy Society members maintain a heritage of achievement that creates success for many generations...
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Meet Our Donors

Lawrence E. Nix

Deborah Lee Prescott's happiest childhood memories of her father, Lawrence Nix, always involved flying. She remembers him studying...
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