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PLANNED GIVING AND CHARITABLE GIFTS

IRA CHARITABLE ROLLOVER RESTORED.
- Contributed by MontereyTrust.com

A LADDERED CHARITABLE GIFT ANNUITY (CGA) AS PART OF YOUR RETIREMENT PORTFOLIO - INCREASING YOUR INCOME AND GETTING A TAX DEDUCTION.

- Michael Lorilla JD, MBA

WILL I BE REMEMBERED? HAVE I LIVED A LIFE THAT MATTERS?
- Contributed by MontereyTrust.com


Why We Love Donor Advised Funds
- Todd Lueders, Community Foundation of Monterey County
SIDEBAR

TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

ESTATE PLANNING FOR PETS

YOUR ESTATE PLAN

CRITICAL CHOICES FOR HEALTH CARE

FAMILY OFFICE

AGENCIES: WHO DOES WHAT



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