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My Legacy Planner | Converge Northwest

Experts say that 70% of Americans do not have a will or estate plan. This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor. Read more ». Donor Advised Funds and Other Gifts of Assets.

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Experts say that 70% of Americans do not have a will or estate plan. This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor. Read more ». Donor Advised Funds and Other Gifts of Assets.
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My Legacy Planner | Converge Northwest | convergenw.mylegacyhq.com Reviews

https://convergenw.mylegacyhq.com

Experts say that 70% of Americans do not have a will or estate plan. This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor. Read more ». Donor Advised Funds and Other Gifts of Assets.

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My Legacy Planner | Converge Northwest

https://convergenw.mylegacyhq.com/forgot.html

Do you already have an account, but forgot your password? Simply enter your email address below and we will send you your password. Fields marked with *. Once logged in, you can access your report as many times as needed. Above is a snapshot of your current progress. Process takes less than 15 minutes to complete. Review of My Options. Create Your Legacy Plan Now. Donor Advised Funds and Other Gifts of Assets.

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My Legacy Planner | Converge Northwest

https://convergenw.mylegacyhq.com/other.html

My Legacy Planner Insights. Perhaps the most overlooked opportunity for charitable giving, is Gifts of Assets. Most people focus on doing their giving "from their checkbook", which is fine. But the average American has about 9% of their net worth in Cash and 91% in Assets. These assets can be simple, such as home equity or life insurance or an IRA. But for other families, assets might include a family business, rental property, land, artwork and so on. General Overview of Treatment of Assets.

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My Legacy Planner | Converge Northwest

https://convergenw.mylegacyhq.com/mlp/my_account.html

Have you already created an account? Use the form below to log back into your account and access your MLP information. Once complete you can log back in at anytime to print additional copies of your report. Fields marked with *. Once logged in, you can access your report as many times as needed. Above is a snapshot of your current progress. Process takes less than 15 minutes to complete. Review of My Options. Create Your Legacy Plan Now. Donor Advised Funds and Other Gifts of Assets.

4

My Legacy Planner | Converge Northwest

https://convergenw.mylegacyhq.com/exclusive.html

My Legacy Planner Insights. A charitable gift annuity (CGA) is a simple arrangement which provides financial benefits to individuals (donors) and charitable organizations. Suggested by the American Council on Gift Annuities. Sometimes the donor accepts a rate that is lower than the guideline, providing the donor with a larger charitable deduction and the expectation of producing a larger future benefit for the charity. 2 Lives (same age). Price - Using a Charitable Gift Annuity to Increase Income.

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My Legacy Planner | Converge Northwest

https://convergenw.mylegacyhq.com/index.html

Experts say that 70% of Americans do not have a will or estate plan. This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor. Read more ». Donor Advised Funds and Other Gifts of Assets.

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Give | Converge Northwest

http://www.convergenw.org/give

My Account ▼. Thank you for sharing in our ministry! To Give Online or Make a Payment. To learn about My Legacy Planner and your options for estate planning. 5720 144th Street NW, Suite 119. Gig Harbor, WA 98332.

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My Legacy Planner | Converge Northwest

Experts say that 70% of Americans do not have a will or estate plan. This means that the vast majority of Americans do not have a will or trust that matches their current goals with their estate plan. Does your estate plan take into account the most recent tax laws? My Legacy Planner will not only allow you to assess your current will but also provide you with a thoughtful framework as you prepare to meet with your attorney or financial advisor. Read more ». Donor Advised Funds and Other Gifts of Assets.

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