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At your will: The benefits of bequeathing

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 lois.kundel@palmer.edu.

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