Estate Planning

There are so many things to consider while planning your estate. Who will have responsibility for the children if something happens to you? Who will implement your living will and make health care decisions for you if you are unable? Who will have power of attorney or be the executor of your will?

A well-organized estate plan can help to make difficult situations less stressful for you and your family. It can also help you to express your belief in Assumption while funding your philanthropic dreams, dreams that will reflect the values and priorities of your life.

You can remember Assumption with a charitable bequest by designating a specific amount or percentage of your estate to the school. Simply decide where you would like your money to go, add a few lines to your will to inform your family of your intent, and call us to let us know. We would appreciate the opportunity to recognize and thank you immediately.

You can also remember Assumption with a charitable remainder trust or charitable gift annuity which will pay you, or the person you designate, a lifetime income while you receive immediate tax benefits from assets that you no longer need.

If you have questions, or need more information on how to structure or initiate your gift, please email Mary Beth O'Reilly or call (502) 458-6258.


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