Where There’s a Will, There’s a Way
Did you know that more than half of U.S. adults don’t have a will?
For many people, it’s something they’ve been meaning to do - but just haven’t gotten around to. That’s why August is recognized as National Make-A-Will Month: it’s a reminder to take this important step for the people and causes you care about.
Decades ago I had to force my own mother to make a will after a heart attack. I’ll always be grateful for that will because she was dead one year later; that will made my life easier, especially since she was in Colorado, I was in Texas, and my brothers were all over. When I returned from Colorado, I went directly to my lawyer and had a will made to protect my daughter, who was a minor at that time.
Do yourself a favor. Creating or updating a will is one of the most powerful ways to protect your loved ones and reflect your values. It’s also an opportunity to leave a lasting gift to a nonprofit that’s meaningful to you. It doesn’t have to be Family Counseling Service (although we would certainly appreciate it), just make sure your legacy reflects who you are as a person.
It’s your money, do what makes sense to you.
Where to start
Review Your Plans
If you already have a will, make sure it still reflects your current wishes.
Start the Conversation
Talk with your loved ones about your plans and the decisions that matter to you.
Ask a Professional
A tax or legal professional can help you understand your options and create a plan that meets your needs.
Consider Your Legacy
If charitable giving is important to you, ask how a gift to a meaningful nonprofit can be included in your estate plan.