Why Estate Planning Matters: Securing Your Legacy and Supporting Your Loved Ones
Estate planning may not be the most exciting topic, but it's a crucial step in ensuring your wishes are carried out after you're gone. By taking the time to plan your estate, you gain:
Peace of mind: Knowing your assets are distributed according to your desires and your loved ones are cared for can provide significant peace of mind.
Reduced family burden: A well-organized estate plan minimizes confusion and potential conflict among loved ones navigating your affairs, allowing them to focus on grieving and healing.
Tax benefits: Strategic planning can help minimize estate taxes and maximize the value of your legacy.
Legacy of giving: Your estate plan provides an opportunity to ensure your charitable values continue to be supported even after you're gone. You can designate a portion of your estate to Hunter'S Fund, allowing you to leave a lasting impact on the causes you care about.
Taking control of your future and ensuring your wishes are respected is a powerful act of love and responsibility. By incorporating Hunter'S Fund into your estate plan, you can create a lasting legacy that benefits both your loved ones and the causes you hold dear.
The resources available on this page aim to simplify and streamline the initial steps of your estate planning journey. Taking control of your future and ensuring your wishes are respected is an important step,
Will Organizer
Planning for the future by making or updating your will is one of the most important things you can do for yourself and your loved ones.
This Will Organizer is designed to help you gather and organize all the information you’ll need before meeting with an attorney to prepare your will.
This guide aims to demystify the process of creating a will, answers common questions, and underscores the importance of having a well-planned will for your family's peace of mind.
Having all this information in one place will make the process more efficient, saving you time and legal fees. It will also help ensure your will accurately reflects your wishes.
We hope this Will Organizer is helpful because you are planning for your legacy.
Family Financial Record Book
Many of us have tried to keep up with our records on our computer but many say how insecure this can be and how difficult it is if someone does need access to our records.
We created this Personal Family and Financial Record Book so an attorney and other advisers can find personal and family information that is generally needed to prepare a thoughtful and effective will.
The Record Book can also be a vital resource for your loved ones in the event of incapacity. It will guide them in managing your affairs efficiently by providing easy access to important documents.
If you decide to use it, and I hope you will, it will be a way for you to make sure your loved ones know what you want to be done and not leave those decisions to others.
Coming Soon
Create or Update Your Will
Without a Will, you may leave much to Chance!
Over 50% of us don’t have a will, and even those who have one may need to update it.
Dying without a will means being considered “intestate,” and your assets will be distributed according to local law and perceived relationships.
This can lead to unexpected and undesired outcomes, such as the stepparent who abandoned their spouse years ago inheriting a significant portion of an estate intended for the children.
Not having a will can also lead to complications and delays in the distribution of assets, such as frozen bank accounts or the inability to write checks for months.
Consider your loved ones and those who depend on you, and take the time to create or update your will.
It may not seem to be a pleasant task, but it’s a crucial step in ensuring your wishes are carried out and your loved ones are cared for after you’re gone.