Create Your Vision for the Future With This Important Document
Momentous events like a milestone birthday, the arrival of a grandchild or retirement are a time to celebrate and reflect on where your family has been and what the future might hold. It’s also a chance to think about the values you hope to pass on to future generations.
One way you can ensure that your values endure is through will planning. Will planning is the highly personal process of deciding how your assets will be distributed after your lifetime.
Start at the Beginning
Create a will. Through this important document, you can direct the division of your property the way you choose. If Minneapolis Jewish Federation has been important in your life, you can also include a gift to support our future.
Already have a will? Don’t set it and forget it! Review it every couple of years to ensure that it has kept pace with your life. A new marriage, divorce, birth or death of a family member are events that should trigger a review to make sure that your will still protects the people you love.
Go a Step Further
If supporting the Federation is a part of your future plans, share your intentions with loved ones. Does your family know why our work is important to you? Tell them! These conversations help ensure that your family understands your intentions. You could also inspire them to make a connection with the Federation.
Take Control of Your Legacy
Contact Alene Sussman at 952-417-2316 or firstname.lastname@example.org and we’ll help you get started with creating a plan that protects the important people and causes in your life.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
Contact Alene Sussman at email@example.com or 952-417-2316.