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Opportunities for Making Bequests
What Assets are Best to Give
Making a Difference
Creative Ways to Leave Your Own Legacy
Planning with Gift Annuities
How to Do More for Yourself and Charity
The Charitable Remainder Trust
A Gift and an Income
The Charitable Lead Trust
How to Give and Pass Wealth to Your Heirs
Gifts of Real Estate
Unlocking the Financial Benefits
Retirement Plan Assets
Leaving More to Your Family and Charity
Estate Taxes
Ways to Minimize Their Impact
Year End Planning
Strategies for Giving and Saving Taxes
Personal Financial Affairs
Your Book of Records
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