Summertime Review

“When is the best time to review your estate plan?  Many like to do it in January in response to a New Year’s resolution.  However, summertime can be an even better time as we reflect on past summers spent with family, and how we now want to honor them as we consider what our legacy will be.  Whatever time of year you choose, it is important to review your estate plans every five to ten years, or sooner, if there have been major changes in your family situations or estate tax laws.”

For information on resources available for your review, or for other questions you may have regarding estate gift planning, please contact our congregation’s gift planner, Greg Shepherd, at: 909-910-6823 or by email at: endowquest@gmail.com

2018-03-10T15:02:33+00:00