5 Steps to a Better Estate Plan
By planning your estate now, you create a legacy that reflects what makes you you. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people and causes close to your heart continues for years to come.
Discover five simple ways you can ensure that your estate plan reflects you.
- Make the most of what you have. Meet with qualified professionals to form a financial and giving plan that satisfies your needs and meets your goals.
- Protect family and loved ones. Keep loved ones safe by making sure your estate plan is up-to-date. It should be reviewed regularly for changes in personal relationships, tax laws, births, deaths and state of residence.
- Be tax-smart. Don’t let taxes place a burden on your family, with careful planning now, you can get the most out of your estate plan.
- Make sure your wishes are fulfilled. Use the services of a qualified estate planning attorney to draw up your will and other legal documents, ensuring that your wishes are clearly stated so there are no misunderstandings.
- Continue helping others after your lifetime. Gifts to charitable organizations, such as The Viscardi Center, in your future plans ensure your support for our work continues even after your lifetime.
Make Viscardi a Part of Your Plan
Want to learn more about including a gift to The Viscardi Center in your future plans? Contact Lauren M. Marzo at email@example.com or (516) 465-1593 to learn more.
The information presented on or through this website is made available solely for general information purposes. It is NOT to be used as a substitute for specific legal or tax advice. Online readers should NOT act upon this information without seeking professional counsel. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.