In This Issue—Fall 2026

• Fostering Community Programming in Perpetuity
• Simple Steps to Take When Planning Your Estate
• 4 Steps to Ensure Your Wishes Are Fulfilled
• Step 1: Ensure Your Will Can Be Located
• Step 2: Collect and Safeguard Assets
• Step 3: Determine Cash Needs
• Step 4: Distribute Assets
• 3 Important Questions When Preparing Your Estate Plan
• Honor a Loved One with a Tribute Gift and Join the Nettie J. Dayton Circle

Step 3: Determine Cash Needs

Many estates, regardless of size, can face a serious shortage of cash. Funeral and burial expenses, fees for attorneys and appraisers, taxes and any debts all must be paid. To ensure that your assets are distributed to the recipients you intend, it is important to prepare for the liquidity issues your estate may face. Note: Assets held jointly may not be readily available to the executor.