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Estate Planning Tools

Tools, calculators, gift plans and more

A calculator.Most of your clients come to you for your expertise in protecting and extending their assets throughout their lifetime, and then ensuring that what remains at death is distributed according to their wishes.

With planned giving, your clients can:

  • Make tax-deductible gifts that earn annual income
  • Make gifts that protect certain valuable assets
  • Ensure the best asset, tax-wise, goes to their friends and family members
  • Guarantee their charitable wishes are carried out