Qualified Retirement Plan Assets
The Gift Asset for the Future

Your estate can save both income taxes and estate taxes if you make us a death beneficiary of your individual retirement account, pension, 401(k) or other retirement savings plan. You also can arrange for lifetime income to be paid to a family member after your death from retirement funds, with our benefit coming later, or make us an alternative or contingent beneficiary.

For more information about gifts by will or living trust, or if you have already decided to include Advocate in your estate plans, please call Elizabeth Roghair, vice president of planned giving, at 847.384.3435.

Back to back to make a planned gift