Creating a last will is important for taking care of your family. Does your will cover everything you need? Creating a Will isn’t just for people with children and it can be as easy to set up as writing down the names of your family and loved ones and what percentage of your assets you want each person to receive.
COVID made this business decision a moot point for many employers: it was either work at home or not work at all. Other than the blanket remote work initiative, one of the most highly-affected areas was in the world of estate planning.
Life throws surprises when you least expect them—like a panicked bird flying into your car at 7 AM. One minute, you’re enjoying your coffee; the next, you’re negotiating real estate rights with an avian intruder. Estate planning works the same way. Most people ignore it, assuming they have time—until they don’t. A simple accident can erase your legacy faster than that bird escaped my car. The lesson? Don’t be a bird brain. Plan now, because fate (and the IRS) won’t wait for you to open the window.
Without a will your grieving loved ones will face the responsibility and expense of untangling your affairs while also speculating about your gift intentions.
Webinars, free downloads, tax law changes, more. Subscribe today. You can unsubscribe at anytime.
Educate donors and build instant credibility, authority and trust with our planned giving micro website.
800.490-7090
484.680.7800 local
Succeed@MajorGifts.com
Stay Informed!
Webinars, free downloads, tax law changes, more. Subscribe today. You can unsubscribe at anytime.
Copyright 2024 © PlannedGiving.Com
Stay informed with timely news. You can unsubscribe at any time.
Resources
For professional Gift Planners
3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years.
Success List
