Top 10 Things You Can Do Today to LEAVE A LEGACY® on the Central Coast

1. Prepare a will. Only 50 percent of those who pass away have one. Without a will, you may lose control over your belongings.
2. Leave gifts in your will for the charitable organizations that made a difference in your life. Less than 6 percent of American households have included non-profits in their estate plan. Imagine the positive impact on our community if everyone donated to their favorite charity.
3. Leave a specific dollar amount or percentage of the assets in your will to a non-profit of your choice.
4. Consider using assets for your charitable gift. These include, but are not limited to: cash, stocks, bonds, certificates of deposit, real estate, vehicles, art and jewelry. Such gifts may even provide estate tax savings.
5. Name a non-profit of your choice as the beneficiary of your pension plan or IRA.
6. Purchase a new life insurance policy naming your favorite non-profit as the beneficiary.
7. Name your favorite non-profit as the beneficiary of an existing life insurance policy.
8. Remember loved ones with memorial gifts.
9. Encourage family and friends to leave gifts to non-profits in their wills.
10. Ask your financial advisor to include charitable giving as part of counsel to their clients.

The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.