What Is the Greatest Gift You Can Give Your Loved Ones?
One of the greatest gifts you can give your family this season is a well-organized estate.
Ellen Hardt gave peace of mind to her family by planning her estate. This benefited her son and daughter-in-law, Stan and Angie Hardt, when they needed it most—while mourning her loss.
Ellen had created a trust that allowed Stan and Angie to grieve without the stress a disorganized estate can bring. Difficulties like digging through paperwork to find where assets are, looking for titles and deeds, and deciding what the deceased's wishes were.
Where Do You Start?
The problem most people have in organizing their estates is knowing where to start. Our estate planning checklist can help!
Use our checklist to help organize your estate because the time you spend on this important task is not spent for yourself, it is a priceless gift to those you leave behind.
Using Your Estate Plan to Help Others
Ellen made sure her family was taken care of in her estate plan, but she also returned to God what He had given her. Along with remembering her church, Ellen gave a portion of her estate to fund a scholarship at Union College, which has helped 12 students obtain a Christian education and will continue to help students for many years to come.
Every situation is different so please discuss your wishes with your family and legal, financial and tax advisors.
Are you interested in making a gift to Union College, but aren't sure which donation option is right for you? Answer a few quick questions to find the gift that matches your goals. If you have already included Union College in your estate plans, then please let us know so we can make sure your wishes are carried out.
Of course, you can always call me at 402-486-2503 or email me at email@example.com if you have any questions. I am here to help you.
Scot T. Coppock
Director of Leadership Giving
Information contained herein was accurate at the time of posting. 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 any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual 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.