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Contact me to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission. |
Richard Metzgar |
These are a few assets that will not be governed by your will. It is a good idea to review this property in addition to your will.
Life Insurance
The beneficiary named in your life insurance plan will receive the funds, regardless of what is stated in your will.
Retirement Plan
Like life insurance, money from your retirement plan goes to the named beneficiary in the plan.
Jointly Owned Property
Any property you own with a spouse or other partner-real estate, cars, businesses, etc.-will go to the surviving partner if rights or survivorship are properly established.
Living Trust
Property placed in a living trust during your lifetime is distributed and administered under the trust provisions after your death.
It is advisable to have your will prepared and reviewed by a professional advisor. It is always best to have two witnesses verify that you’ve signed your will.
In some cases, changing your will may simply require an amendment, called a codicil, as an addition to your existing will. If you have an attorney who helped draft your will, he or she can quickly and inexpensively help you create a codicil to satisfy your wishes. Have your advisor contact us for Federal Tax ID number and specific wording.
Even if nothing substantial changes, we recommend reviewing your will yearly to be sure there are no additional assets or considerations that need to be included. You should update your will immediately if:
While the current estate tax is not a concern for most Americans, the laws regarding estate tax may change at any time.
IMPORTANT MESSAGE: |
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Most Supporters who leave a legacy in their estate plans, want their future gift to be used for the local community. Please contact me for the specific wording to use in your Will, Trust or Retirement Plan to make certain that your gift supports The Salvation Army location and program that you would want to benefit. |