Factors in Planning
a Gift
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 Self Regional
Healthcare .
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 Self
Regional Healthcare 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 Jack Schwartz at (864) 725-5142. Thank you for
your consideration of Self Regional Healthcare
.
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Please
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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in this Planned Giving section has been developed for Self Regional
Healthcare by Future Focus.
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Revised:
July 10, 2008 15:54
.