GIFT PLANNING
We can face competing priorities when we think about planning our estates someday. A big decision about estate gifts centers on whether they should be given all at once or spread over time. If inheritance is to be all at once, it can easily be given by bequests from a will or trust, or even through a beneficiary designation. If it should be spread over time, that might signal a great opportunity for a charitable trust to spread inheritance over up to 20 years, using those same 20 years to create a charitable gift as well. Our Christian Gift Planning Counselor can help you see clear pathways. Contact Ray Pagels at his cell: 847-226-2262 or raymondpagels1@gmail.com
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