There is no better time to consider your future than today

06/29/2020

planned-giving_200x200
A well-developed plan protects what
you own, ensures it is distributed
according to your wishes after your
lifetime, and provides for your family.

In times of uncertainty comes opportunities to reflect, reprioritize goals and make a difference. If you are one of the 55 percent of American adults who do not have a will or other estate plan in place, now is your time to create your plan.

A well-developed plan protects what you own, ensures it is distributed according to your wishes after your lifetime, and provides for your family. It should include a power of attorney, an advance directive, and, if you so choose, trusts for children and grandchildren and even provisions for the care of your pets. Your plan can also include provisions for favorite charities, such as Banner Health Foundation or Banner Alzheimer’s Foundation, with many strategies affording you and your beneficiaries significant tax advantages.

We have what you need to help make the estate planning process easier. Simply download our free Estate Planning Starters Kit. The kit includes a lesson book to help you understand the benefits of smart estate planning and an electronic personal record book that you can complete and bring to your professional advisor to help create your plan.

As a new member of the Banner Health Foundation Team I am here to answer questions and provide any assistance along your estate planning journey. We’re happy to help. Feel free to contact me, Laurie Susie, Chief Development Officer for Planned Giving, at Laurie.Susie@BannerHealth.com or 602.747.4485.