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Prepare for the End of the Year

Tips to Help You Maximize Your Giving

Generosity knows no season, but October through December are historically the months that Americans are most likely to give to their favorite charitable organizations. These months mark the traditional season of giving and receiving as well as the... Read More

What You Need to Know About Beneficiary Designations

Including How to Update Them

Anytime you start a new job, you fill out the necessary paperwork for your retirement account and life insurance policy. This includes listing the beneficiary, or beneficiaries, of each. But, you may not have a full understanding of what that... Read More

Simple Ways to Create Your Legacy

It's Easier Than You Think

Creating a legacy of giving is easier than you think. Before you get swept up in holiday get-togethers and end of the year parties, take some time to start creating your legacy at the organizations you care about most, like Murray State University. Here are two... Read More

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy