Planned Giving - Leaving your Legacy
How would you like your contributions to your family, your community, your agriculture career, to be remembered? In other words what do you want to leave as your legacy?
It is never easy to think about saying good-bye to loved ones, but it is easy to create a legacy that reflects your priorities, values, contributions, and passions.
You can make decisions today that will provide your family financial security, support your community organizations, honor your family’s heritage, and determine your agricultural legacy.
It is important to know that these decisions will be made, if not by you, than someone else will do it for you. Why not do it the way you would like it done.
Through a variety of Legacy Management tools and your situation you may be able to:
- Provide long term financial security for loved ones.
- Increase current income for you and your spouse.
- Reduce taxes.
- Associate your name with your favorite organizations or activities.
- Make a difference in agriculture’s future.
- Reduce the possibility of a contested estate.
- Reduce probate expenses.
- Eliminate capital gains and estate taxes.
- Simplify your life and gain peace of mind.
A number of the following tools can be tailored to meet your needs and enhance your Legacy.
- Living Trusts
- Charitable Trusts
- Gift Annuities
- Life Insurance
The IAA Foundation is positioned to work with you to design your Legacy today so that you can fulfill your promises for tomorrow. We have access to an amazing group of experts that can help you maximize your assets to benefit you, your loved ones, and those you want to support. Our goal is to serve your needs and help you make the decisions that will leave a Legacy of Sharing and Caring that you will give you satisfaction and peace of mind.
Please call us at 309-557-2230 for more information.