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Four easy steps to help define and create your legacy:
1. Reflect on your life values Think about what’s
been important in your life
and what kind of legacy you want to leave.
2. Contact your favorite nonprofit organization
Talk to them about how your planned gift as a part
of a will would benefit their work.
3. Evaluate your finances Consult a professional
such as an attorney, an
accountant, or a financial advisor. They can
explain tax advantages and help
you set up a gift to meet your goals. Remember,
almost everyone has the
capacity to leave a legacy.
4. Take action Work with a professional advisor
to put your plans into place to
reflect your values. Write or review your will,
estate plan, insurance
beneficiaries, IRA or asset titles.
For more details and
information check out the United Way of America
Planned Giving website: United Way of America |