Tuesday, March 3, 2009

Gift and Estate Planning Section 1

Section 1 (Total Run Time: 2 min. 53 sec.)

  • What is a Planned Gift?
  • Why is Planned Giving Important?
  • Testamentary Gifts
    • Traditional
    • By Contract
    • Most Tax Efficient Testamentary Gift

Presented by Jim Harris

Posted by at

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)