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Giving in Ways That Matter
Pass Along What You’ve Learned & Earned
Your financial strategy and all your hard work hopefully have paid off. Now, you want to set up a financial legacy that will continue to provide after you’re gone. Lack of estate planning, long-term care coordination and inheritance questions can lead to disputes within any family, regardless of its economic status. Learn how to make financial decisions now that can help support your loved ones emotionally and financially.
Do you already have an estate plan including life insurance and long-term care provisions? Check in with your financial professional to see if you need to update beneficiary designations. Need to find a financial professional? The companies of OneAmerica® can help you find a financial professional near you.
Calculate Estate Tax
Leaving a legacy for those who survive you is an important part of financial planning.
Charitable gifts 101
Leaving money to a good cause is a thoughtful way to create a legacy. It also can be fiscally smart.
Estate Gifting Strategies
If leaving a legacy is part of your financial plan, you want to consider options that maintains as much of your estate as possible.
Marital Deduction, Unified Credit Strategies
Two strategies for preserving a legacy for its intended recipients are the marital deduction and the unified credit.
Estate preservation with life insurance
Life insurance can help you preserve your estate and leave a legacy for your family.
Notes: Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.
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