Estate Planning Articles for Donors

You don’t need a lawyer to start — especially if you have a simple estate. You don’t need to be wealthy. You just need a few minutes and the right information. These guides will help you protect your family, honor your wishes, and leave something meaningful behind. And when you’re ready to meet with an attorney, you’ll arrive prepared — saving time, money, and confusion.
  • Planned Giving Glossary A comprehensive list of planned giving and estate planning terms.
    Planned Giving Glossary
  • Importance of Estate Planning: Why You Need an Estate Plan Estate planning isn't just for the wealthy — it's for anyone who wants to protect their family and control what happens to their assets. This guide covers wills, trusts, powers of attorney, and why getting started now saves headaches later.
    Importance of Estate Planning: Why You Need an Estate Plan
  • Understanding the Key Differences Between Trustor and Trustee Trusts involve three roles: the trustor (who creates it), the trustee (who manages it), and the beneficiary (who benefits from it). This guide breaks down each role, their responsibilities, and how they work together to protect your assets and carry out your wishes.
    Understanding the Key Differences Between Trustor and Trustee

Related

  • Why Planned Giving? You don't need to be wealthy to leave a legacy — planned giving lets anyone make a lasting impact. Bequests, life insurance, appreciated stock, and retirement assets can all support causes you care about while saving on taxes. It's not about what you can afford today; it's about what you want your life to stand for. A planned gift is a statement of who you are.
    Why Planned Giving?
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