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Review Your Estate Plan

  • Do you know that two out of three people die without a will?
  • If you die without a will, state law will determine what happens to your estate.
  • Have you included your favorite charities in your estate plan?

Including charitable provisions in your estate plan tells people what is important to you and inspires others to follow. Estate gifts can continue your lifetime giving, help provide financial security to your favorite charities and make your community a better place.

You should review your will, trust or other estate planning documents every two or three years. If you have not included charitable provisions in your estate plan, talk to your professional advisor to learn ways that you can benefit charities and leave a lasting legacy.