|
|
WELCOME TO MY ESTATE PLAN
We're here to serve you and your family by providing up-to-date estate and charitable gift-planning information.
Have you thought about creating or updating your estate plan but find the process a bit overwhelming? You may want to start by downloading our free Will and Living Trust Guide. It is designed to help you understand the "basics", preparing you to meet with the attorney of your choice.
Try out our complimentary eNewsletter. The Personal Planner contains helpful estate planning information. The Washington Update will keep you on top of changing estate planning laws. Savvy Living articles are filled with health and other important information. Also, the latest financial news can be found in Business Updates. Just click on the large eNewsletter button below and receive it all, weekly, direct to your computer.
Select Donor Stories and you will learn how others have blessed the ministry of Family Life Communications while maximizing gifts to loved ones or even creating more income for retirement. Have fun with the interactive programs at the end of each story to see how all of these strategies can work for you and your family.
IRA Rollover Gifts
If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.
Benefits For Family and Family Life Communications
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Lee G. Meling
Planned Giving Manager |
|
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact planning@flc.org.
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
