Estate planning can be confusing, stressful and just plain intimidating. But when you focus on the legacy you want to leave—the goals, needs and dreams you have for your family and the University of Edinburgh USA Development Trust—your decisions get a lot easier. We are here to help you explore the planned giving topics that can make the biggest impact at the University of Edinburgh USA Development Trust.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
The individuals, families and figures in the case studies do not represent real life gifts but are for demonstrative and illustrative purposes only. Please note they may not directly match your situation or needs and that you should consult your legal, tax and financial advisors to craft an individually tailored and estate plan which best meets your needs.