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.

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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!

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Bequests - Frequently Asked Questions

This e-book shares some of the most common questions about bequests. Click here to download!

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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!

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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!

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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!

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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!