October 17-23, 2023 is National Estate Planning Week and it’s the perfect time to start thinking about your own plans!
National Estate Planning Awareness Week was established by Congress and the National Association of Estate Planners and Councils in 2008. In 2021, the NAEPAC estimated that more than half of Americans do not have an updated estate plan.
Why is having an estate plan important?
Estate planning can create foundation of security for your family and benefit a charity you care about, like RMHCA.
The NAEPAC explains that an up-to-date plan can protect your assets and help ensure they are transferred according to your wishes. An estate plan can include a will, charitable bequests, beneficiary designations, health directives and more.
How can I learn more?
We are grateful to provide a Free Estate Planning Guide for RMHCA supporters. Visit the Planning Guide webpage to request a copy of the guide today!
Receive informational emails to explore more about planned giving. Sign up here.
You can also contact Director of Major Gift and Planned Giving Kathy Moore by phone 205-585-3747 or email [email protected].
This blog is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
