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Estate Planning

When people talk about “Estate Planning”, they can mean many different things. In the broadest sense, estate planning includes accumulating, managing and distributing property throughout the course of our lives and at our time of passing.

Estate Planning Assistance “A hundred years from now it will not matter what your bank account was, what sort of house you lived in or the kind of car you drove, but the world may be different because you were important in the life of a child.” (author unknown)

It does not matter whether this is your first time to consider your plans for your estate or if you are reviewing the plans you have already established. You will only find true satisfaction when you have identified your objectives and taken a practical approach toward achieving them while avoiding any potential hazards in the process.

Using good stewardship, many find that they can provide for both family and the good works of helping children. You may designate a certain percentage of your estate, a particular dollar amount, or other assets to be given to the Westview Foundation.

Wills and Bequests How to Include Westview

A will places your accumulated life assets in designated hands. A bequest to the Westview Foundation can place food, shelter, clothing, and opportunity into the hands of many children. You may choose by your hand to make a bequest to charity. Both large and small bequests together can make a big difference in our ability to reach out and help more children. Use the legal name of Westview Foundation in the body or in a codicil of your will. A bequest may include:

  • a designated dollar amount
  • a percentage of your estate’s value
  • a specific asset.

You may state that the residue be given to Westview Foundation after distributing to your other beneficiaries.

If we prepare a written estate plan ahead of time, we can be assured that the funds we have worked so hard for will be used to do what we desire. Through financial arrangements such as trusts and living wills, we, with the help of competent legal assistance, can create tools that will be used to assist in your asset management even if you become unable to manage such funds personally.

An effective estate plan is a written estate plan.

We strongly recommend visiting with professional financial planners and tax lawyers as you prepare your plans. The information shared here is in no way intended to replace the services with which these individuals can provide.

Do You have Questions?

At the Westview Foundation, we believe that effective estate planning is very important. While we do not intend to replace the services provided by experienced professional lawyers and financial planners, we can supplement the information shared by these individuals and help you look at potential ways through which your estate can benefit financially while carrying out your charitable intent. In fact, there are many planning instruments available to you that can reduce estate taxes, reduce estate shrinkage, increase the amount left for loved ones while providing financially for your charitable intent. We would be pleased to share strategies with you that could effectively solidify your future financial plans, feel free to contact us.