We all have a special interest, taste in music or style of clothing that sets us apart. Our personal preferences also factor into the decisions we make—where we live, when we want to retire and how we plan for the future.
This applies to will planning, too.
Whether you are creating or updating your will, be sure that it reflects your wishes. This is your opportunity to remember loved ones as well as causes you are passionate about. Your will should be customized to your needs.
Will planning is the highly personal process of deciding how your assets will be distributed after your lifetime. But your will can do so much more—it’s not just a legal document to transfer your assets. It is your chance to express your values and show your love to your family and favorite charitable causes.
As you create your will, consider these important questions:
Many people like to leave a gift to organizations such as the Jewish Community Foundation in their wills as a way to continue supporting causes that are important in their lives. Please contact the Jewish Community Foundation at 561-242-6639 or email@example.com if you need any assistance.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual 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.
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