It’s never too early or too late to start planning
for the future of your estate. According
to a recent Sharpe Group estate planning
seminar, there are a number of good reasons
to consider setting up a well-defined estate
plan to ensure your assets are distributed
according to your wishes.
For example, with a will and revocable living
trust, you can direct the distribution of your
assets to those you care about the most and
choose a trustee who will oversee this distribution.
There are also financial advantages
including avoiding unnecessary expenses on
the administration and probate of your estate
and saving considerable estate taxes by utilizing
proper tax planning techniques.
If you’re considering creating or updating an
estate plan, be sure to discuss your wishes
with a qualified financial planner. Should
you have questions about the language for
naming Palmer College as one of your charitable
beneficiaries, contact Senior Development
Officer Lois Kundel, toll-free at (800)
722-2586, at the prompts press #3 and #4,
or e-mail Lois at firstname.lastname@example.org.