When life changes, your estate plan should too.
Have you recently celebrated the birth of a new family member? Moved to a new state? Experienced a large financial windfall or a loss? Changed relationship status? They are all good reasons to review your estate plan.
The underlying question: Does your plan meet your current goals?
This checklist can help you prepare, care for others and manage the distribution of your assets.
Work with your estate planning attorney to make any updates. Take the time to inform your beneficiaries of their status to avoid surprises later.
When you use your estate plan to support ISE/SAS, you are establishing a legacy of generosity. We would be happy to talk to you about how you can further our mission with a gift. Simply contact Susan Sigman at 970.293.3293 or email@example.com to take the next step.
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.