The Legacy Planner

Building legacies and programs that benefit the community and ministries

Making a Will & Estate Plan

What ís Holding You Back?

One of the main reasons people do not have a Will and an estate plan is procrastination. Many people do not know where to turn for wise advice, or they believe lit may be too expensive. We have already solved these problems for you. Since 1979, we have helped over 2,000 families complete their estate plans. We provide free wills and basic estate documents for members of our legal service plan. We would be happy to provide you with the details.

How a Will or Estate Plan Can Become Outdated

We live in a world of rapid change. If any of these or other significant changes have occurred in your life, it would be wise to review your Will and estate plan:

  • Change in tax or estate laws
  • Marriage or divorce
  • Adoption/birth or death of a child or grandchild
  • Death or incapacity of your spouse
  • Substantial increase or decrease in estate assets
  • Change of job or retirement plan
  • Change in charitable giving intentions
  • Move to another state

10 Ways to Leave A Legacy

  • Prepare a will/living trust.
  • Create your own family foundation.
  • Leave a gift in your will and/or living trust for the charitable organizations that are important to you and your family.
  • With your financial advisors or favorite charity, discuss ways to make tax-wise gifts and still receive income for life.
  • Maximize your charitable gifts and charitable tax deductions by giving appreciated assets.
  • Name a charity as beneficiary of your IRA.
  • Give a life insurance policy to your favorite charity or name the charity as beneficiary of an existing policy.
  • Remember your loved ones with a charitable  memorial gift.
  • Encourage family and friends to make charitable gifts and bequests.
  • Ask your financial advisors and attorney to include charitable giving as part of their counsel to clients.