Bequests of Life Insurance
This booklet discusses various forms of life insurance as a planned legacy gift.
There is information on new and existing policies, and insurance policies for Unitrusts, Charitable Gift Annuities and more. Click on the brochure cover for more information.
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*The information contained on this site and literature is general. It is not intended as a replacement for sound financial or legal advice. Not all tax benefits discussed herein apply to everyone or every circumstance, nor can we guarantee that all persons interested in a particular method of planned giving will qualify. Please contact our office for additional information. Thank you for thinking about Joy Junction!