What do you own? Who gets it? When do they get it? How do you want to distribute it? Saving taxes. These are the basic issues to be considered when planning one's estate.

What does Marywood have to do with any of this?

Nothing, unless you have strong feelings that Marywood is on a very important and worthwhile mission and you want to help the University to succeed.

If that be the case, read on because we can help you.

By including Marywood in your estate plan you may

• Reduce Taxes on your income, capital gains, and your estate
• Supplement Your Retirement Income immediately
• Defer a Supplement to your retirement income
• Create a Variable Income Trust
• Create a Fixed Income Trust
• Provide Marywood with an income and Pass Assets to Your Heirs
• Create Other Special Arrangements
  1. I would like to remember Marywood in my Will.
  2. I own a House which I would like Marywood to have.
  3. I would like to make Marywood the beneficiary of Life Insurance.