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Wills and Bequests
Wills and bequests are the key elements to an end-of-life strategy to ensure that assets are stewarded according to your clients' wishes.
A Gift in Your Will - How to Meet Your Charitable Goals
This e-book shares how to gift outright or deferred gifts in a will, as well as the financial and tax benefits of giving. Click here to download!
Bequests - Frequently Asked Questions
This e-book shares some of the most common questions about bequests. Click here to download!
Flexible Giving and Your Will
This e-book shares some of the best giving options that can be executed by a donor's will, including saving bonds and charitable trusts Click here to download!
Planning Your Will
This e-book is a synopsis of will preparation, discussing the key elements of a will, legal requirements, amendments, and tips to get the ball rolling. Click here to download!
Six Steps to an Effective Will
This e-book shares practical tips to help people think through will preparation and get an action plan together. Click here to download!
Steps to an Effective Will or Living Trust
This e-book is for those who are ready to plan your legacy now and in the future. Click here to download!