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 Southern Coos
Health Foundation .
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 Southern Coos Health Foundation 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 Melody Gillard-Juarez at (541) 329-1040. Thank you for your
consideration of Southern Coos Health Foundation .
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