Southwestern

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Gift and Estate Planning

eBrochures

1. Select the title(s) in which you are interested

   Planning Your Will: Charitable Insights and Options
   Planning Your Will for All It's Worth
   The Charitable Gift Annuity: Guaranteed Income for Life
   Life Insurance: A Flexible Asset
   How to Realize Maximum Benefits from Your Real Estate
   12 Ways a Charitable Gift Annuity May Benefit You
   A Philanthropist's Guide to Federal Taxes
   A Personal and Charitable Financial Record
   Augment Your Retirement Security: The Deferred-Payment Gift Annuity
   Enhance Your Financial Security with Effective Use of Charitable Remainder Trusts
   Ways to Give
   The Charitable Lead Trust: A Cost-Effective Method of Benefiting Charity — Then Your Heirs
   Giving Appreciated Property: How to Get the Most Out of It
   Charitable Tax Planning with Retirement Funds

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