Free Estate Planning Guide

Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section. Then plan to use our Estate Planning Guide to record your family information and your estate distribution plans.

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Electronic/PDF Wills Guide

IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.