Gifts at a Glance

Choose a title 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.)

CGACharitable Gift Annuity

CLTCharitable Lead Trust

CRTCharitable Remainder Trust

   Income Tax Charitable DeductionIncome Tax Charitable Deduction 

Wealth ReplacementWealth Replacement