Legacy gifts can include options that provide retirement income, take care of your family, and support your community. We can help you find the best way to make your gift, and perhaps help you to make a larger gift than you thought possible.
Estate Planning Overview
Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
Retirement Planning Tips
It’s really never too early—or too late—to do retirement planning. With this in mind, CFNS offers the following list of basic points to consider.
Benefits of Giving
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.
The Key Elements of an Estate Plan
You might conceive of the estate planning process as constructing a pyramid from the ground up. Primarily, you want to do what you can to ensure your own well-being. In so doing, keep in mind that it's not selfish to look out for yourself! Only by meeting your own needs now and in the future are you able to build the next level of the pyramid.
