Estate Planning Brochures
Charitable Gift Annuity Brochure
Charitable Gift Annuities may provide a way to make a gift and receive lifetime income.
Charitable Lead Trusts Brochure
Charitable Lead Trusts are an effective way to give an appreciated asset. They are also helpful when the donor desires to strategically time when your heirs and/or the charitable entity will receive their distribution.
Charitable Remainder Trust Brochure
Charitable Remainder Trusts are also an effective way to give an appreciated asset. They are helpful when the donor desires to receive lifetime income and, at your passing, distribute assets to your heirs and a charitable entity.
Last Will and Testament Brochure
This brochure confronts the most common objections people raise to taking this important step of stewardship.
Creating an Estate Plan Brochure
It contains the same content as "Basic Components" found in Basics section of this site, but in an attractive brochure format.
