 Photo: Judy Sirota RosenthalAre You Fully Leveraging the Power of Your Will?
Your will is the final expression of your values. The individuals, institutions, and causes that you remember in your will tell quite a bit about you.
A document of such importance deserves careful preparation to achieve your objectives. And it takes careful planning to achieve optimum benefits from the assets of your estate.
Perhaps the most important benefit of creating a valid will is the opportunity to specify how you wish your assets to be distributed. Your wishes are unique, and only through a valid will can you be assured that those wishes will be carried out.
You may have items of tangible personal property, for example, that you wish to transfer to specific beneficiaries. Your will can accomplish such a transfer; because the needs of each of your beneficiaries are probably different, your will can include provisions addressing the specific needs of your loved ones.
Your will is a very powerful instrument. If it is thoughtfully prepared and carefully drafted, it can provide peace of mind for both you and your beneficiaries - including The Community Foundation for Greater New Haven.
Get our complimentary guide, Plan Your Bequests to Meet Your Family and Charitable Objectives, for a detailed explanation of how your will can help you achieve your financial, personal, and charitable goals. |
