LEAVE A LEGACY: JOIN THE SUSI Q LEGACY SOCIETY

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For High Net Worth Philanthropists

also Many “high net worth individuals” benefit from complex, specialized estate planning strategies such as:

• Generation Skipping Tax (GST)
• Family Limited Partnerships (FLP)
• Irrevocable Life Insurance Trusts (ILIT)
• Charitable Remainder or Charitable Lead Trusts (CRT, CLT)
• Qualified Personal Residence Trusts (QPRT)
• Grantor Retained Annuity Trusts (GRAT)
• Retained Life Estates

Some of these products can be designed to also benefit charities like Laguna Beach Seniors. To find out more about these options, consult a financial professional whose first fiduciary duty is to you. We also recommend the "It's Your Money/It's Your Estate" free workshops at the Susi Q twice a year. It has no commercial or for-profit sponsors; No speaker will receive your name, address or phone number; No financial or insurance product will be sold; No charity will solicit you for a donation. LEARN MORE.

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Please Note: We always recommend that our donors consult with their financial advisors before making a planned gift to the Laguna Beach Seniors Endowment.

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