— Ralph and Sue Stern
Whether you’re an individual, a family or an organization, let your values drive your legacy planning. Whatever is most meaningful to you, we can build together.
- Remember: You do not need to be wealthy. Everyone can – and should – make a plan to carry on their vision beyond their lifetime.
- Think about your community as if it were “one more child” to nurture into the future.
- Use our Declaration of Intent form as a planning tool.
- Start by listing the organizations and causes that are near to your heart. What do you support today? What would you like to help thrive into future?
- Then envision the possibilities. What dreams would you like to fulfill?
- Consider allocating a percentage of your estate to your community, rather than a specific dollar amount. Your legacy is about your values, not about the zeros.
- Involve your children or other significant people in your life. Share and discuss your values now, so they know what is important to you.
- Know that you can establish your legacy plan today, then revisit it and make changes later as your priorities or life circumstances shift.
- If a lifetime income for you and/or your spouse is appealing, consider a charitable gift annuity that enables you to receive guaranteed revenue, then benefits your special causes after you’re gone.
Think of us as your personal foundation. Our planning services are free – so talk with us as often as you like.