Save time, protect assets and avoid distress with a well–planned estate.
You will have the opportunity to see your generosity in action and will also receive a federal income tax charitable deduction, when you itemize.
Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to test your knowledge of the information covered.
After completing the lesson book, you'll be ready to take inventory of your assets. Download the record book (PDF) to begin.
Note: To record your information digitally on the form, you must have Adobe Reader. Download it for FREE here. If you're using Firefox (browser), you must save the PDF prior to making edits.
If we can provide any assistance during your planning process, please contact Mary L. McCormack at 404-785-9481 or Cell: 706-540-2885 or email@example.com.