Planning a trip with my granddaughter, Abby, reminds me of how much time most people spend in planning just one vacation.  The first decision is where to go.  Then, how do you get there?  What are the attractions you want to take in?  When should you go and how much time do you have?  Most of us spend more time planning one vacation than we do planning our estate throughout our entire life.  Since creating an estate plan is deciding the distribution of a lifetime of accumulated assets (in most cases, worth hundreds of thousands of dollars), maybe one should take some time to learn about the many options available - particularly the charitable options.  For a personal free consultation about creating a charitable estate plan based on your own circumstances, call me at 1 (888) 482-8425 or e-mail bilowp@oh.lcms.org.
Pat

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Personal Planner

Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...

Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

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 >>.

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