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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 Floyd Healthcare Foundation . 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 Floyd Healthcare Foundation 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
Lauren Adams at (706) 509-3294. Thank you for your consideration of Floyd Healthcare
Foundation . Return to Planned Giving home page. | 
