eBrochures

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—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.
—Discusses the many ways life insurance can be used to provide for loved ones and Albany Pro Musica, as well as how to avoid taxation on the proceeds.
—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.
—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.
—Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don't come with giving cash.
—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.

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Albert De Salvo, in memory of Susan Thompson  |  Michael and Margery Whiteman

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