My Life Card Plan SFQ Explanatory
eStatePlan Portfolio
Charitable Allocation

Enter the name and current address of the charity you want to benefit from your trust and the "dollar amount" it is to receive. The dollar amount designated to the charity will be "carved out" first for trust-estate distribution purposes. Therefore, after the allocation to the charity, the remainder will be distributed to the natural person beneficiaries as being allocations from 100% of the REMAINDER trust estate.

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