• Do You Have a Plan?

    “We make a living by what we get, but we make a life by what we give.” ~ Winston Churchill

    Most of us have a plan.

    We might not be naturals at planning but it’s safe to say that in most cases, we have a plan. Think about it, whether you’re heading out to the grocery store, a quick weekend getaway or a once-in-a-lifetime family vacation, chances are there’s been some thought put it to what’s going to happen.

    Screen Shot 2017-08-17 at 09.28.17Generally speaking, we are all pretty good at planning for the things we are doing today but not when it comes to our estates. In a 2014 Forbes article titled “Americans’ Ostrich Approach to Estate Planning”, Richard Eisenberg quoted some shocking statistics about the number of Americans who don’t have a will. He quotes a survey (released at the time of the article’s publishing date) that notes that more than 51% of Americans age 55-64 don’t have a will. That number increases to 62% when looking at people age 47-54. These are staggering numbers and it doesn’t have to be this way.

    Having an estate plan is more than just a way to indicate how you want your estate to be divided and/or disposed of, it’s an opportunity to leave a legacy. It’s a way to make a difference in the lives of the people you love, the community where you live and organizations that matter to you.

    What kind of legacy do you want to leave? How much should you include in your estate for your heirs? How much should you leave to organizations or causes you care deeply about?

    Join Us on October 3rd

    You might not have all of the answers today, but taking the time to think about them and then creating an estate plan that reflects what matters to you is important. Join us on Tuesday, October 3 for a conversation estate planning.

    Join us on Tuesday, October 3 (5:30 pm – 7 pm) for a conversation estate planning featuring local attorney Mark Wood of Wood & Rue, P.L.L.P.

    The event is free but space is limited.  Register online today by visiting this link (click here) or call the Foundation office at 320-693-4584 to reserve your spot.

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