This August, during National Make a Will Month, take a moment to focus on what matters most to you—protecting your loved ones and shaping the legacy you want to leave behind through thoughtful estate planning.
Here are several reasons to use this month to create a will and leave a lasting legacy.
- A will is an essential legal document that ensures a smooth transition of assets. A common misconception is that wills are only for the wealthy. No matter the size of your estate, a will ensures your final wishes are executed properly.
- A will provides peace of mind and serves as a comprehensive strategy for determining how your possessions will be distributed. Review all of your beneficiary designations for life insurance and retirement accounts, and create a list of all your assets, including investments, properties, financial accounts, and personal belongings, to simplify the estate settlement process for your loved ones.
- A will that includes charitable giving enables you to create a lasting legacy of impact and demonstrate your commitment to causes you believe in. A bequest is one of the easiest gifts to make, and consider including a charitable organization as a beneficiary in your will, such as Homes For Our Troops. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends, and Homes For Our Troops as part of your estate plan today.
Contact HFOT Senior Philanthropy Advisor, Suzanne Shaheen at [email protected] or 508-967-9041 for more information on how to designate Homes For Our Troops in your Estate Planning, or visit our website below:
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*This information is not intended as tax, legal, or financial advice. Consult an estate planning attorney for information specific to your situation. *