The following publications provide additional, in-depth information on a variety of gift plan options. Select a title, below, to view or print your brochure. (Adobe Acrobat required.)
Select one of the titles below to view or print a simple, one-page summary of common estate and gift planning concepts. Clear and concise, each one-pager defines the concept, explains how it works and why it is useful, shows its application, and is illustrated with an easy-to-understand "napkin drawing." (Adobe Reader required.)