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02/01/2019

Tidy Up Your Estate Plans

By Rachel Chesser, Director of Planned Giving

Tidy Up

 

Most of us resolved to get organized in the new year. While it can be extremely satisfying to say goodbye to outdated clothes and other clutter, getting organized can mean more than just cleaning out your closets and garage. Have you planned how your affairs will be handled after you are gone? A few simple steps today can give you peace of mind tomorrow.

The ETV Endowment can help you take the big step in getting organized with our free Personal Estate Planning Guide. This handy booklet will help organize the essentials: personal information, family contacts, healthcare information, medical providers, types of assets you own and contact information for your advisors. The guide will assist you with knowing what information is important to document and is a resource you can file or share with family and/or a legal or financial advisor. Request your free Personal Estate Planning Guide and start tidying up your estate.