An Estate Planning Quiz
$0.55Contains a useful true/false quiz on long-range estate and financial planning issues. After taking the quiz, readers may find areas of their plans that need improvement. (#1632B)
Showing all 8 results
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How a Will Works for You
$0.55Explains the benefits of planning for the future distribution of property. Includes references to what could happen if one fails to plan. (#1612B)
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Making Retirement Accounts Less Taxing
$0.55How those age 70½ or older can enjoy the benefits of tax-free IRA gifts, featuring multiple examples.
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Questions & Answers About Estate Planning for Women
$0.55Is estate planning for women different from men? Covers the unique circumstances women may face in the estate planning process and ways women can take control over their long-range financial plans, which often include charitable gifts. Offered in large print. (#2032B)
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Questions & Answers About Giving Securities
$0.55Explores how stocks and other investments can fund charitable gifts at less cost than a comparable gift of cash. It is offered in large print to make it easier for your target audience to read. (#2031B)
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Questions & Answers About Retirement Plan Giving
$0.55How donors can make charitable gifts using retirement plans already in place. Offered In large print. (#2021B)
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What To Tell Your Attorney About Your Plans
$0.55How to plan before visiting an attorney about a will. Also includes a helpful list of life changes that may alert donors to the need to update their plans. (#1442B)
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When Should a Woman Have a Will?
$0.55The importance of long-range planning, especially for women as well as avoiding unnecessary expenses and dealing with jointly owned property in estate plans. (#1126B)