Today Is The Day
My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor.
Create Your FREE Tax & Legacy Assessment
* It takes less than 10 minutes to complete.
Other Giving Options To Consider
Gifts Of Assets
Other gifts of assets, such as stocks, real estate, CDs, etc can be beneificial to you and your charity.
Charitable Gift Annuities
A charitable gift annuity (CGA) is a simple arrangement which provides financial benefits to individuals (donors) and charitable organizations.
Need Help With a Will?
Most people will discover unexpected tax liabilities that can easily be reduced or even eliminated in favor of the charities of their choice.
I am glad to help...
For questions about the legacy planner and other areas of estate planning, I am glad to help.
Phone: (916) 857-6900
About The My Legacy Planner
Learn more about our unique tool and how it can help you with tax savings and charitable contributions
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MY LEGACY PLANNER PROMOv3
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