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eBrochures

1. Select the title(s) in which you are interested

Where to Start

—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.
—Outlines the basics and benefits of charitable giving including life-income gifts and bequests.

Gifts That Cost Nothing During Your Lifetime

—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.

Gifts That Provide Payments to You for Life

—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.

Specific Giving Plans to Meet Your Unique Goals

—Presents several charitable options to help you secure a comfortable retirement by converting appreciated property and maximizing income.
—Explains how a charitable gift of a residence, vacation home, or investment realty can enhance income and produce maximum tax benefits for you and your family.
—Discusses the many ways life insurance can be used to provide for loved ones and the Philharmonic, as well as how to avoid taxation on the proceeds.
—Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.


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