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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 "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 Sisters of Notre
Dame de Namur.
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 Sisters of Notre Dame de Namur 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
Karen Hadden at 513 761-7636. Thank you for your consideration
of Sisters of Notre Dame de Namur.
Return
to Planned Giving home page.
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 with the terms
of use. The content in this Planned Giving section has
been developed for Sisters of Notre Dame de Namur, Ohio
Province by Future
Focus. Please report any problems to section
webmaster. Revised: February 7, 2007 10:32.
©1999-2006,
Sisters of Notre Dame de Namur, Ohio Province 701 East Columbia
Avenue, Cincinnati, OH 45215-3999 513-761-7636 | 513-761-6159
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Weaver. This page was updated: February 7, 2007 10:32
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