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How Often Should I Update My Will?

How Often Should I Update My Will?

Article Type: Ask a Planner

Q. Are there any life milestones when I should consider updating my will?

A. People commonly update their wills at important life occasions, like having a child or losing a loved one. But there are other subtle transitions that have implications on your estate plans. 

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Income for Life

Income for Life

Article Type: Ask a Planner

Q. I want to support my favorite charitable causes, but I also need income. How can I accomplish both of these goals?

A. Lifetime income gifts are powerful, tax-wise gifts that enable you to support your favorite ministries while securing lifetime payments for you and your loved ones.

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Charitable Gift Annuities

Charitable Gift Annuities

Article Type: Ask a Planner

Q. How much income will I receive from a charitable gift annuity?

A. It depends on your age and the original gift amount. Each year (or quarter) you’ll receive a percentage of your original gift.

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Kingdom Causes and Income for Life

Kingdom Causes and Income for Life

Article Type: Ask a Planner

Q. Is there a way to support my church and favorite Kingdom causes – AND receive income for life?

A. Yes! One of the ways to do this is through a charitable gift annuity (CGA) which makes this possible for you and your family.

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