Tip of the Week

Make Marmion part of your family.

Will you consider including Marmion, along with your family and loved ones, when you designate who will benefit from your IRA or life insurance policy? When you do, there are significant benefits for you as well.

Will not affect your cash flow
Saves you on taxes (up to 60% tax on your retirement assets)
Allows you to pass on tax-favored assets to your heirs
Supports our mission for years to come

Read more, email us, or contact us at (630) 897-6936.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.