Include a Charity in a Will or Estate Plan

(2/2) In the second part of this episode of "Access Ann Arbor," Dykema estate planning attorney Robert Tiplady, II and Washtenaw Community College Assoc. VP of Development Wendy Lawson continue their discussion about how easy it is to include charities into a will or estate plan. They discuss the Leave a Legacy program and where you can turn for further information and resources.

Highlights include:

- The notion that a will, trust and medical/financial power of attorney are the three most important estate planning documents.

- The benefits of contacting a charity you are including in a will, allowing the opportunity to meet with the organization and discuss exactly how you would like the money to be spent.

How to decide what charity/charities to include in a will.

LEAVE A LEGACY® Southeast Michigan is a nine-county-wide campaign encouraging people to name non-profit organizations in their wills.

For more information visit http://www.leavealegacysoutheastmichigan.org, call (888) 826-7900 or e-mail leavelegacy@airadv.net.

Category:

Education

Tags:

• leave a legacy
• will of living trust
• estate plan
• planned giving
• Washtenaw Community College
• attorney services
• contribution
• charity