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One
very important aspect of planning for the future is to take time to consider your
overall financial and estate plans. Many people never get around to making a will
or other estate plan, for example, and that's a real shame because so many good
things can come out of the planning process -- not the least of which is your
own peace of mind. If you are ready to consider making or reviewing your
estate plan, consider using the four "P's" as a simple guide. Before going to
visit your attorney and/or other professional advisor, take time to list the following:
PEOPLE: Who are all the people in your life who depend on you or
whom you might want to remember in your plans? Spouse, children, grandchildren,
other relatives, friends and loved ones come to mind.  PROPERTY:
What are the various properties you own that together make up your estate? List
real estate, insurance, annuities, mortgages held, automobiles, furniture, etc.
Make a note of the cost of each, the estimated current value and any income or
debt involved.
PLANS: How would you like to match your properties
to the people you have listed? Be sure to include any plans you have to remember
your charitable interests, such as Boston Rescue Mission. PLANNERS:
Who are the people you will need to talk with to complete your plan? Remember
to list your attorney, insurance agent, broker, trust officer, certified financial
planner and perhaps others.
Once you have been through this process, you are ready to
put it all together. We at Boston Rescue Missionwould be most
honored to be a part of your future plans. If you would like
more information about us, or if we can help in any way, please
feel free to e-mail or
call John Samaan, President, at (617) 338-9000 ext. 1216.
Thank you for your consideration of Boston Rescue Mission.
Return to Planned Giving home page.
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