Skip to Content
It’s More Than a Piece of Paper
A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more.
When life changes, your estate plan should too. Have you recently celebrated the birth of a new family member? Moved to a new state? Experienced a large financial windfall or a loss? Changed relationship status? They are all good reasons to review...
We all have a special interest, taste in music or style of clothing that sets us apart. Our personal preferences also factor into the decisions we make—where we live, when we want to retire and how we plan for the future. This applies to...
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to SECC as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to SECC as a lump sum.