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Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
Kurt Bartley, CAP
Office: (817) 272-9387
If so, click here to inform us and confirm your legacy gift intentions are aligned with UTA's programs.
You are at: Planned Giving > Create Your Plan > Learn About Wills
Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.
Should a Joint Tenancy be Part of Your Estate Plan?
Who Needs a Will? Probably, You.
Five Excuses People Give to Avoid Making Their Estate Plan
The What, When and Where of Wills
Five Questions and Answers about Wills
How to Prepare for a Meeting with Your Estate Planning Attorney
Do I need a Will, a Living Trust or Both?
Do I Need a Living Trust?
Caring for Your Health When You No Longer Can
What is the Right Inheritance to Give to Your Children?
Using a Will or Trust to Make Gifts to Your Heirs
How Your Estate Can Help Your Children and Charity
Kurt D. Bartley, FCEP, MBA