Estate Planning Checklist – Items to Consider
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
WATCH THE WEBINAR Your nonprofit relies on ongoing donations to drive your mission forward. By offering your donors and/or members an estate planning solution, you
Watch the Webinar If you regularly donate to your church or favorite charity, you may be considering gifting a part of your estate when you
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