Estate Planning Tools
Tools, calculators, gift plans and more
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 have exciting options to:
- 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