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Don't Overlook Retirement Assets in Your Legacy Planning

Don't Overlook Retirement Assets in Your Legacy Planning

There are many ways to include charitable giving in your estate plan. Designating a fund at Truman Heartland as the beneficiary of your IRA or other retirement assets is an easy, tax-efficient way to support the causes you care about as part of your legacy.

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4200 Little Blue Parkway, Ste. 340 | Independence, MO 64057   (816) 836-8189   Email Us   Enews Sign up   Donor login