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Create a Will that Reflects Your Values and Your Wishes
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Over half of the adults in the
United States die without a will. Because they did not plan, state
laws determine how their assets—real estate, stocks, bonds,
personal possessions—are distributed. Why let someone else
decide how to dispose of assets you worked hard to acquire?
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By creating a will or living trust, you control these important decisions.
You may also derive tax benefits as a result.
Many advisors recommend you review and update your will every five years.
This way you can assess your plans in light of changes in personal circumstances
or to federal and state tax laws.
Is your last will and testament current? Here are some important questions:
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Have my circumstances changed since I wrote or updated my will?
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Does my will represent my wishes?
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Have I revised my will since I last moved?
• Have estate laws changed?
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Have I provided for the charitable organizations I value?
A vital part of any will or living trust is the disposition of assets.
By planning, you can make sure your assets go to family, friends and charitable
organizations you value.
Elderhostel is a 501(c)(3) not-for-profit organization, thus bequests
to Elderhostel are not subject to estate taxes. We hope you will include
a bequest to Elderhostel in your will or living trust. Help ensure that
our diverse array of educational programs is available for the next generation.
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August 29, 2008
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