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Serving Donors

Encouraging Estate Planning

Does your Will do what you want?  

Wills and estate plans need periodic review and possible updating. We encourage you to review your will and your estate plans at least annually. Consider changed circumstances as well as the need to consult with financial advisors.  The following events may justify a change in your will and your estate plans:

1. Your marital status changed
2. A child or grandchild was born
3. People named in your will died
4. An heir developed special needs
5. Your assets changed significantly
6. Your charitable goals changed
7. You moved from another state
8. You need to name new personal representative
9. You need to name new guardian for a child
10. Family circumstances changed in other ways
11. Congress changed tax laws