eBrochures

Charitable Tax Perspectives in Estate Planning

Planning Your Will: Insights and Options

Planning Your Will for All It's Worth

The Charitable Gift Annuity: Guaranteed Income for Life

12 Ways a Charitable Gift Annuity May Benefit You

The Unitrust: Income That Grows with Your Gift

Creating Your Legacy in Troubled Financial Times: A Philanthropist's Guide to Federal Taxes

Meeting Family Needs While Satisfying Philanthropic Desires

Estate and Charitable Planning for Today's Woman

A Personal and Charitable Financial Record

The Living Trust: A Trust for Life

Augment Your Retirement Security: The Deferred-Payment Gift Annuity

Your Will and Other Ways to Transfer Assets

Planning Options with Closely Held Business Interests

5 Trusts to Meet Your Financial and Philanthropic Goals

Planning Your Will with Trusts

Charitable Remainder Trusts: Gift Plans of Choice

Ways to Give

Charitable Solutions to Investment Dilemmas

Ensuring Your Wishes: A Guide to Your Will

The Charitable Lead Trust: A Cost-Effective Method of Benefiting Charity Then Your Heirs

Planning for a Secure Retirement

Transferring Assets Need Not Be Taxing

Charitable Tax Planning with Retirement Funds

Distributions from IRAs and Qualified Retirement Plans

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