Why You Need an Estate Plan

Why Do I Need an Estate Plan?

If you care about:

  • Who eventually receives and benefits from your money and property;

  • Who will take care of your minor children if you cannot;

  • Who will take care of your pets if you cannot;

  • How you will be cared for should you no longer be able to care for yourself;

  • What life-prolonging medical care you wish to receive if you are unable to make your wishes known;

  • Helping the causes you care about to continue their important work; and

  • Taking advantage of strategies that help you save on estate taxes;

then, regardless of the amount of money you have, you must have an estate plan…

An estate plan is a series of documents that represent your instructions on these important matters.

These documents typically include:

  • A will or living trust

  • Power of attorney

  • Health care directives

  • Funeral arrangements

  • Beneficiary designations

For information on attorneys and other professional advisors as well as other resources that can help you with your estate planning, please visit the following websites:

Or Visit our Contact page for a Champion that can assist you.

Leave 10 South Sound aims to build stronger communities and transform as many people as possible into philanthropists by educating, inspiring, and encouraging individuals to aspire to leave at least 10% of their estates to charity.

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