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)
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Contains 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)
Explains the benefits of planning for the future distribution of property. Includes references to what could happen if one fails to plan. (#1612B)
How those age 70½ or older can enjoy the benefits of tax-free IRA gifts, featuring multiple examples.
Is 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)
Explores 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)
How donors can make charitable gifts using retirement plans already in place. Offered In large print. (#2021B)
How 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)
The importance of long-range planning, especially for women as well as avoiding unnecessary expenses and dealing with jointly owned property in estate plans. (#1126B)