Gift Planning Factors
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 Freight & Salvage Coffeehouse.
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 Freight & Salvage 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 e-mail or call Susan Lefkowich, our Development Director, at (510) 644-2020, ext. 114. Thank you for your consideration of Freight & Salvage Coffeehouse.
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Text written by Robert F. Sharpe, Sr. and reprinted with permission from The College of William and Mary National Planned Giving Institute.