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The Coxes created a will and established a trust to provide for their children and more. "It's important to us to continue to support the work of the church..."
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When sudden widowhood left Bert Willis without a valid will, a living trust and investment information gave her financial security for today and a legacy for the future.
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Through the creation of a charitable remainder trust, the Rissers turned burdensome obligations into lifetime income and a substantial estate gift with tangible benefits today.![]()
Audry Lasley established a charitable gift annuity, providing a future gift to the church that guarantees her a lifetime monthly income.
This information is provided as educational material and not intended as legal or financial advice. Because each situation is different, individuals are advised to obtain legal and tax counsel that suits their needs. The examples contained herein are accurate as of the date of publication and are based on the most recent tax legislation.
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