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August 2023: Make-A-Will Month
 August is National Make-A-Will Month, and a great opportunity to remind your clients about the importance of having an up-to-date will in place. It is also an opportunity to help them create a lasting legacy through a charitable estate plan! There are many ways that they can use their will to share their 'values' with their loved ones while benefiting the charities and causes they care about. We are here to support you as you address your clients' needs.
You may also consider taking a few extra minutes to help your clients review the current beneficiaries on their non-trust assets like life insurance policies or retirement accounts. They can name a charity as a beneficiary of these assets to ensure lasting impact and avoid possible inheritor tax consequences.
We are honored to provide complimentary and confidential charitable estate planning services. Please call us at (858) 279-2740 to share creative strategies for high impact and effective giving plans for today, tomorrow and into the future.
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