Legacy Webinars
Understanding Secure 2.0
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Slides — Understanding Secure 2.0Inflation and Philanthropy
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Slides — Inflation and PhilanthropyHow Much is Enough to Leave Your Loved Ones
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Slides — How Much is Enough to Leave Your Loved OnesImpact Investing
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Slides — Impact InvestingPreparing Your Heirs
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Slides — Preparing Your HeirsAsk A Trustee
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Slides — Ask A TrusteeAsk an Executor
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Slides — Ask an ExecutorIntroduction to Estate Planning: Wills
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Slides — Estate Planning Starter Kit Download Introduction to Estate Planning: Wills (PDF)Introduction to Estate Planning: Everything Except Wills
Watch VideoIntroduction to Estate Planning: Trusts — What They Are & How to Use Them to Protect Your Loved Ones
Watch VideoIntroduction to Estate Planning: Life Insurance, Commercial Annuities & Charitable Gift Annuities
Watch VideoIntroduction to Estate Planning: Ethical Wills
Watch VideoThe Carter Center Presents: Common Estate Planning Mistakes
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Slides — Common Estate Planning MistakesThe Carter Center Presents: A Discussion on Donor Advised Funds
Watch Video Part 1The Carter Center Presents: A Discussion on Donor Advised Funds
Watch Video Part 2The Carter Center Presents: Your Values and Your Legacy
Watch VideoThe Carter Center Presents: A Discussion on the Initiative to Accelerate Charitable Giving
Watch VideoUnderstanding the SECURE Act
Watch VideoInformation contained herein was accurate at the time of posting. 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. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.