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Welcome to First Baptist Church of Indian Rocks Planned Giving Making a will -- separating fact from fiction. There are many false beliefs about wills. Here are some: * Only the rich needs a will. * A will is too expensive to make. * Why make a will? Everything will go to my spouse anyway. * If you die without a will, the court will distribute your property the way you would want. * The court will name the person I would choose as guardian for my minor children. As you can see, there are great reasons to sign a new or updated will. We can provide you with a Will and Trust Planning Guide to help you protect your estate and family. Please call 727-595-3421 x141 or reply to this e-mail with "Wills Kit" as your subject. We will promptly send you a helpful Wills Kit. For a great introduction to wills and estate planning, you may also view the "Wills Guide" video by clicking on the wills guide button in the left navigation. Contact us today to find out more or request a Wills kit 727-595-3421 x 141! Personal Planner Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... Benefits for Family and First Baptist Church of Indian Rocks There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story. Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, First Baptist Church of Indian Rocks shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>. Steps to Wise Giving There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process. View the donor stories. View a personal color story for yourself. Read the Personal Planner. View the Personal Finance Note for this week. Learn about personal finance news. Meet our planned giving staff. We are here to help you. Sign up for our free weekly personal finance newsletter. Harry Pittman Director of Planned Giving Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. © Copyright 1999-2010 Crescendo Interactive, Inc.