GIFTS THAT BEAR FRUIT LATER – DEFERRED GIFTS

Testamentary Gifts – Arrangements for a gift to be made upon your death.  For instance, a bequest of any size can be left in your will or you may name a charity as beneficiary of a retirement account and/or insurance policy.  more…

Retained Life Estate Gifts – Allow you to transfer ownership of your home (or other property) today, capitalize on tax advantages – and you can continue live there during your lifetime.  more…

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