Create Your Plan

View a presentation that shows the benefits of a planned gift based on your property and goals.

• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Deferred Gift Annuity
• Sale and Unitrust
• Part Gift and Part Sale

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

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.

• Joint Tenancy
• Who Needs a Will
• 5 Wills Excuses
• Wills Basics
• 5 Wills Questions
• Attorney Meetings
• Wills vs. Trusts
• Living Trusts
• Healthcare Powers
• The Right Inheritance
• Gifts to Heirs
• Children and Charity