Gift Planning

Estate Planning Is More Than Just Tax Planning

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Through your estate plans, you can arrange for the future well-being of your family and others you care about. You can also include charitable gifts.

Leaving a Legacy Can Be Easier Than You Think


After first providing for the needs of family, friends and other loved ones, growing numbers of people are arranging long-range gifts in their wills or other estate plans. Whether you are single, married, retired or planning for retirement, your future and the future of those you care about will be influenced by the plans you make today.

On the following pages, you’ll find more detail about the various ways to make one of these meaningful gifts today and in the future. If you are considering making a legacy gift, we hope one of these will be right for you.

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