Do You have a Plan?

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Do you have a plan for the future?

Creating your plan is now easier than ever before with our new online Wills Planner. Organize your family and estate planning information using a secure online account.

In considering your plans for the future, you may not only be thinking about how to help your family and save on estate taxes, but also how you might benefit one or more charitable organizations. A bequest permits you to leave a lasting legacy and often provides valuable tax savings. A charitable bequest is one of the easiest gifts to make. You can create a bequest of any dollar amount, gift specific property or designate a percentage of your estate in your will or trust plan. If you wish to make a gift of your IRA or 401(k) plan, this can usually be done by filling out a beneficiary designation form provided by your plan administrator.