The terminology in planned giving can be intimidating and often misleading. This confusion can make the elements of estate planning seem harder than they really are. For example, most people think to have an “estate” evokes images of mansions and wealth. It is surprising to know that an estate is simply a person’s possessions — we all have those.

Answering your questions is the first step in the LEAVE A LEGACY® learning process. In this section you will read questions and answers from a variety of individuals, groups and constituencies. Please browse through the pages and e-mail this information to people in your life that could benefit from them. And, please contact us if we can facilitate answering any other questions that you may have.