Planned Giving Seminar

March 27, 2018 @ 10:00 am – 11:00 am

Planning For Beneficiaries in Your Will

Who will you name as the beneficiaries In your will?

When drafting a will, a number of questions arise regarding who you want to inherit a portion of your estate. Common questions that include: How do I include a charitable organization, such as Heritage

Place, in my will? Can I exclude certain family members from my will? Can I include friends (who are not related to me) in my will?

This seminar will try to take the mystery out of naming beneficiaries when preparing or updating your will. Topics covered will be: appropriate terminology and drafting techniques, how to donate to a charity like Heritage Place, including and excluding family members, and the importance, value and benefits of preparing or updating your will to ensure that it reflects your personal wishes.

Professionals recommend updating your will every 3-5 years. When was the last time

you updated your will? This seminar will be a good starting point.