Gift Planning

I'm not sure which gift plan works best for me. Please contact me to discuss my options.

How to make a Bequest.

Ways to give Real Estate.

Making a gift of Retirement Plan Assets.

Ways to pass assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts).

Making a gift with Life Insurance.

Gifts of Partnership Interests, Closely-Held Stock, or other Tangible Personal Property.

I would like a no-obligation illustration using the following:

Value of potential gift :

Gift asset:

Estimated cost basis of asset (approx. % of current value):

Date of birth of income beneficiaries (if applicable):

First Income Beneficiary

Second Income Beneficiary (For charitable remainder trusts, more than two income beneficiaries may be designated)

Please send my gift illustration by:

Regular mail Fax Email

Contact information:

Name

Street address

Daytime telephone with Area Code

Apt. or Suite

Email

City

Fax

State

Zip