Future Gifts
If you need or want to retain control of your assets, the "future gift" may be your best approach to gift planning. The Bequest and Beneficiary Designation are most often used. They provide an easy way to assign remaining assets to loved ones and charities, and distribution decisions are easy to change. #1 Simple Bequest. #2 Beneficiary or Transfer Designation. #3 Life Insurance. #4 Reserve Life Estate. #5 Wealth Replacement.
| beneficiarydesignation.pdf |
| File Size: | 130 kb |
| File Type: | pdf |
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| wealthreplacement.pdf |
| File Size: | 132 kb |
| File Type: | pdf |
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