A new year will offer a fresh start on your personal goals and resolutions. It’s also the perfect time to take stock of where you’re at in your estate planning.
When surveying your plan, make sure you review the following:
*State laws govern payable-on-death accounts and transfer-on-death accounts. Please consult with your bank representative or investment advisor if you are considering these gifts.
If you have questions about your estate plan or how you can support the Catholic Diocese of Marquette with a tax-wise gift this year or through your estate, please contact Terri Gadzinski at (906) 227-9108 or firstname.lastname@example.org. We are happy to help.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.