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Giving in Ways That Matter

Your Legacy

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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.

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  • Calculate Estate Tax

    Leaving a legacy for those who survive you is an important part of financial planning. Sometimes a legacy equates to ensuring that your loved ones will have income after you are gone. In other cases, it means giving to a charitable organization. In most cases, beneficiaries of your legacy will owe the federal and some state governments an estate tax.

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  • Estate Gifting Strategies

    If leaving a legacy is part of your financial plan, you want to consider options that will put as much of your estate as possible into the hands of the people and organizations you choose as beneficiaries. In addition to a few standard deductions, such as the marital deduction and unified credit strategies, you can also reduce your taxable estate through gifting.

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  • Preserving Your Estate: Marital Deduction & Unified Credit Strategies

    Giving Rome its due – so to speak – in the form of taxes is a fundamental reality of inheriting property. As you plan your estate, you should look for opportunities to preserve as much as it as possible for the people you love or the charities you support. Two strategies for preserving your legacy for its intended recipients are the marital deduction and the unified credit.

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  • Charitable gifts 101

    Leaving money to a good cause is a thoughtful way to create a legacy. It also can be fiscally smart. Charitable gifts have the potential to reduce your taxable estate. Here are some points to consider when preparing your charitable giving.

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  • Estate preservation planning with life insurance

    Even after you’ve retired comfortably, there’s one more very important financial step you need to prepare for: passing on your accumulated wealth. Life insurance can help you preserve your estate and leave a legacy for your family. Here are some ways to use life insurance in your estate preservation planning.

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Notes:

This information is provided for overview or general educational purposes only. This is not to be considered, or intended to be legal or tax advice. Changes in the tax law may affect the information provided. For personalized assistance, including any specific state law requirements consult a legal or tax advisor.

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