Wills and Estate Planning
Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust. This enables you to make generous gifts that may not be possible during your lifetime.
This guide will introduce you to the key elements of an estate plan, the documents you should have, and some charitable giving ideas you might want to incorporate into your estate plan.
While estate planning can entail some difficult choices it does provide a sense of relief and peace of mind when it is done. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as the causes you’ve cared about during your lifetime.
While most of what you own passes through a will, retirement plans and life insurance policies are governed by a separate document, called a beneficiary designation.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Martin Health and give more than you ever thought possible.