Planning Your Financial FutureMost of us, if given the chance, would like to leave some kind of lasting legacy to show that our lives have made a difference in society; that in some way, we have contributed to an important work or cause that will benefit the lives of others for generations to come. Today, with the tax-favored ways of giving, many more of us can provide donations and experience the intense joy that comes from being able to make a difference.
Work with UnityPoint Health - St. Luke's Foundation in Sioux City, Iowa to leave your legacy!
The links below provide creative ideas on how you can get started today:
Your will is one of the most important documents you will execute during your life. In addition to capturing legal requirements, your will can also be a final message reflecting your personal life values, a way of leaving a lasting legacy by which others may remember you.
Each year, thousands of caring individuals use the charitable gift annuity to provide major financial support for important charitable organizations. In many cases, this time-tested technique has permitted gifts that otherwise might not have been made.
Every charitable gift can bring you personal satisfaction - the joy of knowing that you have helped ensure the financial future of charitable causes you feel are important. However, certain charitable gifts can also provide a solid lifetime income and immediate tax benefit for you and your family.
The smart thing to do right now is to review your existing plan. You may be surprised to discover that your existing plan no longer carries out your intentions. Don't let that happen to you.
While many sophisticated planned giving techniques exist today, we, like most charitable organizations, receive a majority of planned gifts from bequests. The popularity of charitable bequests can be attributed to several factors. For instance, most donors are familiar with bequests, and find these arrangements simple to understand. In comparison, some donors are intimidated by the complexity associated with some other planned giving arrangements. Also, donors can retain the bequest property during life, with the option to revoke or modify the bequest for changes in life circumstances or personal goals. And, charitable bequests are flexible and may be of any amount and may take several forms.
This handout is a useful tool for recording important financial and personal information. The completed document facilitates financial planning and can also be a valuable resource for family members if an emergency arises. In addition to identifying personal information such as family members and employment, this resource serves as an inventory for wills, trusts, investments, property, liabilities and advisors.
Estate Planning Assistance
Make an Impact Beyond Your Years
By getting the estate planning information you need, you can prepare yourself for any financial obstacles that may affect you and your loved ones in the future. UnityPoint Health - St. Luke's Foundation has partnered with Thompson & Associates of Nashville, Tennessee to provide expert, unbiased guidance in estate planning. Take the right steps today to leave a meaningful mark on the community's future.
What is Estate Planning?
Estate Planning helps assure you that the assets (including property, insurance policies, retirement accounts, cash on hand, etc.) you have worked hard for during your life transfer to your loved ones and your valued charitable organizations in the way you intend.
Estate Planning Assistance
Doug Olsen, Executive Vice President of Thompson and Associates, is the representative you will be working closely with for your planning needs. He will share his expertise in planned giving to help you through the comprehensive Charitable Estate Planning process. This process usually concludes with a plan that meets your personal needs. And because of Thompson & Associates partnership with St. Luke's Foundation, the fees for their services are covered by the Foundation. You get their resourceful assistance at no charge.
Services Available to You
Work with Thompson & Associates to avoid estate taxes, plan for your family and yourself, and benefit the charitable organizations you value. Services are available to create a new plan or an existing one to ensure it carries out your long-term intentions.
The following confidential services are available:
- Estate Planning 101 - what you need to know to get started
- Estate Plan Review - a valuable second opinion on your current plan
- Comprehensive Estate Planning Services
- Consultation with Your Attorney, CPA, or other planning professionals
- Ask Thompson & Associates - telephone and e-mail question and answer service