Supporting Learning Institutions in Your Legacy Planning
As we think about the legacy we will leave behind after we are gone, there are some ways to plan that allow that to extend beyond our natural life. Of course, our first thoughts are usually for the care and support of our family members such as spouses, children and grandchildren. However, they may not need ALL of it or we may want to establish a tradition of charitable giving to support others with our life’s work.
You may want to support an educational institution that you have attended, where you sent your children or even just because you believe in their mission and want to help that institution continue to thrive. You can do this through a bequest, which is a gift that helps you to support the university without costing you anything today. Your ULG LAW APC estate planning attorney can help you create a bequest through your will or trust.
There are many options for making a bequest including leaving a fixed dollar amount, a particular asset like real estate or stock, or a percentage of your estate.
You may also choose to designate how you wish the university to use your bequest when it arrives. We are happy to discuss these options as part of your estate planning consultation where we collaborate to design the estate plan that ensures YOUR wishes will be honored.
You may call us to schedule your consultation OR you can use this link to schedule at a mutually convenient date and time. You and your family and causes deserve the estate plan of your dreams!
Let’s get started! You can use the link below to schedule a time to meet with us.