Protect Your Loved Ones and Create Your Legacy
ONE OF THE MOST EFFECTIVE WAYS TO CARE FOR YOUR FAMILY IS WITH A CURRENT ESTATE PLAN. DOWNLOAD OUR FREE PLANNING GUIDE TO PREPARE.
Your loved ones need you, but what would they do if you were not there? With just a little planning you can have peace of mind knowing you have taken care of your family and secured their future.
Are your plans up-to-date?
One of the most effective ways to care for your family is with a current estate plan. Are your plans up-to-date? Here are some questions to consider.
- WHO is dependent on you for financial support? Are you married? How many children and grandchildren do you have? Do you have any heirs with special needs?
- WHAT significant life changes have occurred within your family (marriages, divorces, births, deaths, etc.) since you last updated your will or trust?
- HOW much is “enough,” and what is an appropriate inheritance for each heir?
- WHO will receive your assets? The people you intend, or will your assets be unintentionally distributed to someone else?
- WHAT else do you really desire for your heirs beyond money — college education, social responsibility, etc.?
- WHAT charitable institutions have been most important to you, and do you want to include them in your plans?
A current estate plan is vital to making sure your wishes are carried out and can help you leave a lasting personal legacy.
How to Get Started
While each family’s situation is different, there are some planning strategies that can help you leave a legacy that will provide for the people and causes you care about.
It’s easy to get started. To assist you with making or updating your future plans, we are pleased to share our complimentary Estate Planning Guide. We hope you find this guide useful as you think through your goals.
To obtain a copy, fill out the form below to access the PDF, or contact a member of our Philanthropic Services team at email@example.com or 651.224.5463 to have one mailed to you.
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