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Estate Planning Briefings

Watch any of these eleven 10-minute illustrated estate planning briefings on wills, living trusts, probate, trustees, charitable trusts, gift annuities, advance health care directives and other topics vital to you and those you love. Gain control of your future through an up-to-date estate plan. It’s good for you, good for those you love, and, if you wish, good for the causes you care for.

Copyright 2012 Planned Giving Coach. All rights reserved.

  1. Doing Well Doing Good I

    You can sell appreciated real estate and stock while avoiding capital gains tax, increasing your income, earning an immediate income tax deduction, and helping good causes. This video explains how.

  2. Doing Well Doing Good II

    Charitable remainder trusts have an inner logic that makes them easier to understand: This Video asks four simple questions that will help you understand how you can gain important tax and income benefits immediately through a gift that pays you.

  3. Doing Well Doing Good III

    How a woman parlayed a vacant lot into extra income for life, a married couple sold rental property tax-free and increased their lifetime income, and another couple created cash flow for themselves and later for their children through a tax-free sale of their apartment house.

  4. A Gift That Pays You

    This video explain how a charitable gift annuity pays you guaranteed fixed income for life, provides you with an immediate income tax deduction and possible bypass of capital gains tax—all while allowing you to support good causes.

  5. Personalizing Your Plans

    Wills and Living Trusts are meant to do more than transfer what you own to others. These documents should also express the kind of person you are. This video shows how a revocable charitable bequest can add an exclamation point to a life well lived.

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