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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 "Ps" as a simple guide.
Before going to visit your attorney
and/or other professional adviser,
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 FirstHealth.
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 FirstHealth would 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 call or e-mail
(pbell@firsthealth.org) Polly Bell
at (910) 695-7513. Thank you for your
consideration of FirstHealth.
Return to Planned
Giving home page.
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