Charitable Estate Planning

(click on green link below each title)

Overview of Charitable Giving Techniques
Overview

Making a Difference in Your Community While Protecting Your Family
Making a Difference

Tax Basics of Charitable Gifts Client Guide flyer
Tax Basics of Charitable Gifts

Life Insurance as Charitable Gift
Life Insurance as Charitable Gift

Charitable Remainder Trusts
Charitable Remainder Trusts

Charitable Lead trust client guide
Charitable Lead trust

Using a Wealth Replacement Trust to restore charitable gifts for your family
Wealth Replacement Trust

Transferring a Closely Held Business Using a Charitable Remainder Trust
Transferring a Closely Held Business with CRT

Retirement Plan Assets as Charitable Gift
Retirement Plan Assets as Charitable Gift

Charitable Remainder Trust-Helping Charity While Helping Yourself 
CRT-Helping Charity & Yourself

Leveraging Life Insurance to Make Larger Impact
Leveraging Life Insurance to Make Larger Impact

The Wealth Replacement Trust-Giving to Charity Without Reducing Your Legacy to Your Family
Wealth Replacement Trust

Use Your IRA to Benefit Charity
Use Your IRA to Benefit Charity