If you are taking another look at your existing estate plan, or just starting your planning journey, be sure the following items—in addition to a will—are included to make things easier for you and your loved ones.
Estate planning is a highly personal process of deciding how your assets will be distributed after you are gone. Consider these questions first, then meet with your estate planning attorney to begin putting your wishes into place.
Wherever you are in the process, your estate plan is a powerful way to show your love. Please contact Susan Sigman at 970.293.3293 or email@example.com to learn more about including ISE/SAS in your future plans.
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. California residents: 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. Oklahoma residents: 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. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.