Explore your planned giving options here on our website, or talk to one of our specialists. We can help you find the right gift for your unique situation.

5 февр. 2024 г. · Gifting is an important tool for an effective estate planning strategy. Individuals have many potential gifting options, both simple and complex.

30 нояб. 2022 г. · Anyone can set up gift planning as part of an estate plan. Gift planning is like a memorial fund. But a memorial fund could be set up and funded ...

If you have a large estate, consider gifting during your lifetime to help reduce estate taxes. Explore annual gift tax exclusion and lifetime exemptions.

25 нояб. 2023 г. · Understanding and applying the principles of strategic gifting allows you to reduce your estate tax liabilities significantly.

Gifts such as bequests, annuities, or other kinds of planned giving allow you to support future generations of students and innovative research.

23 февр. 2023 г. · Gifting is often used to reduce the size of an estate to minimize estate taxes upon death. It can also be used to ensure that family members or ...

Achieve charitable and financial goals with thoughtful gift planning. Learn how smart plans work and what gift options fit best.

3 сент. 2024 г. · By establishing an estate plan, you are providing a thoughtful gift that ensures peace of mind, minimizes potential conflicts, and preserves your legacy.

7 Smart Gift-giving Strategies for Your Estate Plan · 1. Make direct gifts for tuition or medical expenses. · 2. Contribute to a 529 plan. · 3. Make direct ...