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24 INDEPENDENT RECORD n FEBRUARY 27, 2011 D n ESTATE AND FINANCIAL PLANNING

“... and to the IRS, I Leave the Bulk of All My Retirement Assets.�

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Today more than ever, Americans want reliability, certainty and accountability. We are all looking for something stable, solid and firm. For many of us, it means a return to classic values and enduring ideals. One of these values is the charitable gift annuity (CGA).

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The Ohio National Life Insurance Company Ohio National Life Assurance Corporation

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A CGA is a simple contract between you and us, where you agree to donate a sum of money to our organization. In return, we agree to pay you a fixed percentage of that amount every year for as long as you live. Call or visit our website for more information.

www.shodairlegacy.org

Product, product features and rider availability vary by state. Issuers not licensed to conduct business and products not distributed in AK, HI and NY.

(406)444-7560 1-800-447-6614 2755 Colonial Drive, Helena, MT 59601

How will you plan for your future? :KDW KDSSHQV LQ WKH IXWXUH ZLOO LPSDFW \RXU ORYHG RQHV DQG \RXU HVWDWH LQ FRXQWOHVV ZD\V 7KLV LV ZK\ FDUHIXO SODQQLQJ LV LPSRUWDQW WR HQVXUHWKDW\RXUORYHGRQHVDUHZHOOFDUHGIRUDQG \RXU HVWDWH LV QRW VXEMHFWHG WR XQQHFHVVDU\ DQG EXUGHQVRPHWD[HV :HZRXOGOLNHWRKHOS\RXRUJDQL]HDQGSODQIRU WKHIXWXUHE\RIIHULQJ\RXD)5((:LOOV3ODQQLQJ *XLGH <RXFDQÂśWDIIRUGQRWWRSODQ3OHDVHFDOORUHPDLO WRUHFHLYH\RXU)5((JXLGHWRGD\

Contact Dan Minor, Carroll College director of development, at 406-447-5528 or dminor@carroll.edu for more details. www.carrollgift.org 0

Estate Planning 2011  
Estate Planning 2011  

Estate Planning 2011

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