How it Works

 Your will is a formal legal document in which you provide for the allocation of your assets (estate) to your loved ones and loved organizations after your death. It also provides you a method of appointing legal guardians and providing funds for underage children or others who have been in your care. You may set up methods for the use of your assets for years beyond your death.. You may include your charities in a variety of ways and amounts. You may give charities cash, a percentage of your estate, appreciated stocks, bonds, personal property, real estate- all within your will and its provisions.

 If you die without a will, the laws of the state decide the disposition of your assets.

 Your will also offers you the opportunity to minimize any taxes, which might be levied against your estate.

 You may later modify the contents of your will through a codicil.

What to Do

 Decide whom you want to receive the assets of your estate, both loved ones and organizations. Contact a lawyer for advice to put your wishes into the legal document, your will. Look at your total financial plan as you write a will. Using professional advisors both provides peace of mind now and an easier time for those probating your estate.

Benefits to You

You have a legal plan that does what you want.

You have options to consider and can make these choices without pressure before prepare your will.

You can be charitable and reduce taxes in many cases.

You have the use of your assets during your lifetime.

You may change your mind and revise your plans within your will.