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New IRA legislation has been enacted that may provide even more tax savings for you and your heirs. The SECURE Act continues to allow you to make qualified charitable distributions from your IRA if you are 70 ½ or older but delays the mandatory withdrawal age to 72. What does that mean for you?
Learn more about tax-smart ways to give from your IRAWhat plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal illustration to see the benefits of a plan for you.
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.Plan Now |
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift based on your property and goals.View Presentation |
Learn About Wills
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.View Videos |
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
