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PLANNING
FACTORS
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 the United Methodist 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 the United Methodist
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
Lynn James at (919) 836-0029. Thank you for your consideration
of the United Methodist Foundation.
Return
to Planned Giving home page.
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