Also known as deferred giving or planned giving, the phrase means that you are taking action today to make a gift that is given at some future date or at death. In most cases, planned gifts are written into your Will or other future estate instrument such as a trust, life insurance policy or retirement plan.
Choosing the right planned gift depends on your personal circumstances and financial objectives. Here are a few options to consider.
Disclaimer: Nothing within this website should be construed as legal advice. The following wording is for information only and should be discussed with your attorney.
Types of Planned Gifts