<ul><li>Specify percentage, amount or balance to one or more recipients</li><li>Potentially reduce income taxes</li></ul>
How it Works
Include one or more charities as after-lifetime beneficiaries. If you have an existing plan, contact your plan administrator and request a change of beneficiary form at no cost.
<ul><li>Lifetime use of asset</li><li>Reduce taxes passed to your heirs</li></ul>