Planning your estate and legacy for future generations takes careful evaluation. You'll be faced with important decisions and the information contained here can assist you in the process. Many people find that including a planned gift in their estate plan can help them achieve financial and tax reduction goals as well as helping them be a good steward of their resources.
Estate planning is usually not a do-it-yourself project. After you have familiarized yourself with different estate planning options, you can seek professional advice from someone who has expertise in estate planning and has a legal responsibility to look out for your best interests. We can assist you and your attorney and/or financial advisor find ways to increase your income, reduce taxes, and leave a lasting legacy. Planned gifts are a wonderful way to help others while helping yourself.
We greatly appreciate our generous friends and supporters who remember us in their estate plans. If you would like more information, ideas, or help with this process, please call Mark Henry, J.D. at (903) 534-1077 x 200 or email him at firstname.lastname@example.org.
The material presented on this Planned Giving website is not offered as legal or tax advice.