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Guide to Planning Your Gifts
Request Wills Kit
For a free Wills Kit, please click here.
There are a variety of ways to plan for your family and loved ones with a will or living trust. These presentations explain how you can protect your family from accidental disinheritance. If you have further questions about creating a will or living trust, please call us.
Wills

1. Your Property
How much property do you own? Do you own enough to require a will or plan?

Joint Tenancy

2. Joint Tenancy
What are the dangers of holding your property in joint tenancy?

fail

3. Failing to Plan
Learn what will happen if you pass away without a will.

no will

4. Why No Will?
Why do some people fail to make a will? Learn why you need to plan now.

5. Asset Distribution
Discover how assets are distributed through a will.

6. Wills 101
What is included in a will? Learn the basics of updating a will.

7. Trust Benefits
What is a trust? Learn the benefits of establishing a living trust.

8. Wills vs. Trusts
What are some differences between a will and trust?

9. Health & Attorneys
What is a healthcare directive and power of attorney?

10. IRA Gifts
Learn why an IRA is not a good asset to give to children.

11. Planning for Children
Help children learn about money and explain ways to diversify inheritance

12. A Right Inheritance
Learn the right timing, right amounts and property to give.

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