Free Guide: Plan for the Future
One of the greatest gifts you can give your loved ones is an organized estate, no matter your age! Spending time now on your plans will ensure your wishes are carried out in the future.
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- Checklist: 25 Ways to Organize Your Estate
- Protect Your Family: Why You Need a Will
- Take Inventory: Your Personal Records
- Support Lifesaving Research: Give to Fred Hutch
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.