Design Your Legacy
Estate planning can sometimes involve making difficult decisions, but once your plan is in place, it provides peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
It’s really never too early – or too late – to do retirement planning. With this in mind, UD offers the following list of basic points to consider.
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses and estate taxes.