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Last Will & Testament
A Christian Will involves planning that reflects the believer’s understanding of his or her position as a steward of the Lord Jesus Christ. This is an important document that reflects your desires and values.
Revocable Living Trust
A Revocable Living Trust (RLT) has become a common part of estate planning. An RLT adds flexibility, security, and privacy to almost any estate plan, large or small, and can help avoid lengthy probate processes.
Donor Advised Fund
A Donor Advised Fund (DAF) allows you to contribute assets and manage donations that are distributed to your favorite charities, either immediately or over time, while providing tax benefits for you.
Charitable Gift Annuity
A Charitable Gift Annuity (CGA) enable you to give a tax-advantageous gift to a charity in exchange for an annuity. This annuity provides you with a lifelong income stream, and upon death, the balance is distributed to the charity.
Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is a tax-exempt irrevocable trust that reduces taxable income. It provides an annual payout to designated beneficiaries for a specified period of time, and after that time, the remainder is giving to a charity you designate.