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A couple looking over paperwork with a consultant/advisor

Estate Planner

Having a will or trust offers you peace of mind while protecting your loved ones, planning for your assets, and establishing a charitable legacy for your favorite causes.

Getting started is easier (and quicker) than you think

With important aspects of life, it’s often said the best time to start was yesterday, but the next best time is now. We encourage you to take action today and make a mark — on yourself, your loved ones and the causes you care about most.

 

We’ve partnered with FreeWill to make it simpler than ever to plan a gift in your will. With FreeWill, you can create your legal will online and plan your gift at zero cost today, in less than 20 minutes. This solution may not be right for everyone, but we wanted to offer one simple way to get started at no immediate cost.

 

If you would prefer to finalize your estate plan with an attorney instead, you can also use FreeWill to document your wishes first and save on attorney fees.

 

For specific advice about your financial situation and the tax effects of a charitable plan, please consult a qualified professional advisor.

 

If you’d like to learn more about Making a Will, please watch our Steps to Planned Giving Video Playlist.

 

Disclaimer: This information is provided as a public service to highlight a matter of current interest. It does not constitute a full review of any subject matter nor act as a substitute for obtaining financial or legal advice from an accountant, financial advisor, or attorney.

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