William E. Small, ChFC, CLU, MSFS with AXA Advisors, LLC serving Great Bend and the surrounding area presented an overview of charitable giving techniques for the Kansas Chapter of the National Association of Charitable Gift Planners on Oct. 13, in Wichita. The presentation included an overview of Charitable Remainder Unitrust and Wealth Replacement Trust tools as a part of a comprehensive estate plan.
William Small presents giving techniques