To order one or more brochures, please fill out the form at the bottom of the page. Some estate plans are more effective than others. This booklet offers general information that may be helpful as you plan for the long-term distribution of your property to family, friends, and charitable interests. This booklet also includes a technical advisory section that provides more in-depth information that may be of interest and will offer helpful background for your attorney, accountant, or other professional advisor, especially if you are considering a charitable distribution as part of your plans. Life insurance is an especially flexible planning tools that can be used to meet a variety of personal financial needs.
Life insurance can also offer a convenient way to fund meaningful charitable gifts as well.
This brochure helps you determine whether a gift of life insurance play a role in your charitable giving plans, describes ways of giving using life insurance, and includes a technical advisory section that may be of interest to those who assist you in your estate and financial planning. In the face of longer life expectancies and fluctuating returns on investments, planning to meet long-term financial needs can be challenging. It can also sometimes require you to balance seemingly conflicting goals - such as how to continue to make charitable gifts while maintaining personal security. This brochure describes how you can enjoy surprising benefits as part of your retirement planning process and includes a technical advisory section that may be of interest to those who assist you in your estate and financial planning. Reflecting On Tomorrow Your future and the future of those you care most about will be a reflection of the plans you make today.