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!

Please click on the brochure cover to open or print.