Testamentary Giving Tools
A carefully prepared will or living trust as part of your estate plan is the best way to ensure that your heirs are provided for in the way that you intend. It is also one of the simplest ways to make a gift while keeping all your assets available during life in case your circumstances and needs change. Your professional advisors and our professional staff can assist you in proper preparation of the appropriate documents. View this chart to see some helpful information about these testamentary giving tools.
Wills
A carefully prepared will is the easiest way to ensure that your heirs are provided for in the way that you intend.
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Revocable Living Trust
This is one of the most common and flexible ways of providing for your heirs and giving to a charity of your choice.
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Testamentary Trust
Testamentary trusts are trusts that take effect at your death, allowing you to provide for your spouse or others and still make a gift.
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Life Insurance
As circumstances in life change, the need for insurance may diminish. A gift of a paid-up policy can provide tremendous benefits.
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Retirement Plans
Retirement plan assets may be gifted during life or at death. The consequences of these choices are quite different.
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Contact Us
For a detailed discussion of the services we provide you and your advisors, please contact us at 1-877-650-5377 or by email.