eBrochures
- A Guide to Making Your Will
- Beneficiary Designations
- Strengthen Your Future With a Charitable Gift Annuity
- Trusts: Choose From Two Win-Win Ways to Donate
- Seven Ways to Donate Real Estate
- Endowments
- The Convenience and Simplicity of Donor Advised Funds
- Change Lives With Life Insurance
- Make the Most of Your Retirement Plan Assets
- Plan for Retirement With a Deferred Gift Annuity
- Planning for an Uncertain Future
- Estate Planning Starters
- Celebrate Your Commitment With a Well-Crafted Estate Plan
- Identity Theft Rx
- Your Guide to Locating Important Documents
- How to Prepare to Meet With Your Attorney
- Estate Planning for the Modern Family
- Protect Your Pets After You Are Gone
- 17 Reasons to Update Your Will
- What to Do in the First 48 Hours When You Lose a Loved One
- When a Loved One Passes Away
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
