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Giving in Ways That Matter

Your Legacy

Pass Along What You’ve Learned & Earned

Your financial strategy and all your hard work hopefully have paid off. Now, you want to set up a financial legacy that will continue to provide after you’re gone. Lack of estate planning, long-term care coordination and inheritance questions can lead to disputes within any family, regardless of its economic status. Learn how to make financial decisions now that can help support your loved ones emotionally and financially.

Do you already have an estate plan including life insurance and long-term care provisions? Check in with your financial professional to see if you need to update beneficiary designations. Need to find a financial professional? The companies of OneAmerica® can help you find a financial professional near you.

Calculate Estate Tax

Leaving a legacy for those who survive you is an important part of financial planning.

LEARN MORE

Charitable gifts 101

Leaving money to a good cause is a thoughtful way to create a legacy. It also can be fiscally smart.

REDUCE TAXES

Estate Gifting Strategies

If leaving a legacy is part of your financial plan, you want to consider options that maintains as much of your estate as possible.

THE STRATEGIES

Marital Deduction, Unified Credit Strategies

Two strategies for preserving a legacy for its intended recipients are the marital deduction and the unified credit.

PRESERVING YOUR ESTATE

Estate preservation with life insurance

Life insurance can help you preserve your estate and leave a legacy for your family.

WAYS TO USE

Web Content Viewer (JSR 286)

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Notes: Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.

Web Content Viewer (JSR 286)

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