Factors in Planning
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 Justin-Siena.
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 Justin-Siena would be most honored to be a part of your future plans.
Return to Legacy Giving home page.
Text written by Robert F. Sharpe, Sr. and reprinted with permission from The
College of William and Mary National Planned Giving Institute.
For more information or a confidential discussion of your charitable options, please email or call the Chief Advancement Officer, David Holquin, at (707) 255-0950 ext. 681.
note, individual financial circumstances will vary. The information on this
site does not constitute legal or tax advice. Donor stories and photographs
are for purposes of illustration only. As with all tax and estate planning,
please consult your attorney or estate specialist. All material is copyrighted
and is for viewing purposes only. Use of this site signifies your agreement
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