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Planned Giving
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 "Ps" 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 Regions Hospital.
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 Regions Hospital 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
Keevan Kosidowski at (651) 254-3126. Thank you for your consideration
of Regions Hospital .
Return to
Planned Giving home page.
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