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Testamentary Giving Tools

A carefully prepared will or living trust as part of your estate plan is the best way to ensure that your heirs are provided for in the way that you intend. It is also one of the simplest ways to make a gift while keeping all your assets available during life in case your circumstances and needs change. Your professional advisors and our professional staff can assist you in proper preparation of the appropriate documents. View this chart to see some helpful information about these testamentary giving tools.