Planned Giving
7: What Are You Waiting For?
Estate Planning
1: You Need a Good Estate Plan 2: What is a Good Estate Plan? 3: One Size Does Not Fit All 4: Minimizing Your Tax Liabilities 5: The Basic Planning Tools 6: Who Can Help You 7: What Are You Waiting For?
Sample Bequest Language
Download a Sample Codicil FormOpens new window
Of course, you've known all along how important estate planning is, right?
It's probably the most important practical thing you'll ever do for your personal peace of mind and the well-being of your family.
For more information about planned giving programs to bring to your attorney, or to learn about creative giving techniques that could enhance your retirement and estate plan, please contact us.
Consider making a gift through your will or trust.
Here's the language you'll need.
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