Gift Planning

HOW WILL YOU BE REMEMBERED?
WHAT WILL YOUR LEGACY BE?

Your legacy is what you do for other people, the impact your actions have on lives long after you are gone and how you are remembered. With planned giving you make a contribution to future generations, while you and your loved ones enjoy the financial benefits. Planned gifts may include retirement assets, stock, life insurance proceeds or real estate. By including a charitable provision in your will or trust, or by designating a future gift of life insurance or retirement plan assets, you become a partner on our mission to better our community. We are grateful to those who have made provisions in their plans and want to acknowledge their thoughtful generosity and intentionality.

Free Estate Planning Guide

Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Estate Planning Guide to record your family information and your estate distribution plans.

Please enter your name and email address. Provide for and protect your family with this Estate Planning Guide.

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Electronic/PDF Estate Planning Guide
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