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    You are at: Planned Giving > Create Your Plan > Learn About Wills

    Learn About Wills Video

    Learn About Wills

    Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.

    • Planning For Your Future

      Should a Joint Tenancy be Part of Your Estate Plan?
      Who Needs a Will? Probably, You.
      Five Excuses People Give to Avoid Making Their Estate Plan

    • Wills Basics

      The What, When and Where of Wills
      Five Questions and Answers about Wills
      How to Prepare for a Meeting with Your Estate Planning Attorney

    • Trusts & Healthcare

      Do I need a Will, a Living Trust or Both?
      Do I Need a Living Trust?
      Caring for Your Health When You No Longer Can

    • Gifts to Your Family

      What is the Right Inheritance to Give to Your Children?
      Using a Will or Trust to Make Gifts to Your Heirs
      How Your Estate Can Help Your Children and Charity

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    PRIVACY STATEMENT

    This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.