Plans that Offer a Safeguard against Hefty Estate and Gift Taxes

Preserving what you've worked a lifetime to build is an important aspect of estate planning. Failure to engage in thoughtful estate planning may result in failure to maximize the use of your estate for your personal family and charitable goals. Also, you may pay more in taxes than you need to.  Fortunately, through planned giving options included in the links below, your wealth may be preserved and enhanced for the benefit of your loved ones, while at the same time providing a current or deferred benefit for Ball State.

Charitable Lead Trusts

Charitable Remainder Trusts

Gifts of Retirement Plan Assets

Gifts of Life Insurance