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Magazine »  Spring 2023 » Planned Giving: The Society of 1836

Planned Giving: The Society of 1836

Thoughtful Estate Planning: Gifts That Can Reduce Taxes, Provide Lifetime Income and Support Emory & Henry College

Posted July 06, 2023

One of the most effective ways to care for your family and ensure that your philanthropic goals are carried out is with an up-to-date estate plan. If you own property, have dependents or have recently experienced life changes, visit an estate attorney to create or update your will and/or trust document. There are also planned giving steps you can take without visiting an attorney. For example, completing a simple form can designate a beneficiary for your retirement assets or insurance plans. Contact your benefits administrator or insurance agent for more information.

If you are considering the impact of taxes, contact us to see how including Emory & Henry in your estate plan can provide a legacy here while reducing taxes for yourself and your family.

To learn more about estate planning and discover planned gifts options that can provide tax and income benefits to you while also supporting the work and mission of Emory & Henry, visit www.ehcplannedgiving.org or contact Greg McMillan, ’90, executive director of planned giving.

 

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