As you can see, estate planning can be as simple as writing a will and completing the documents that will address income, medical needs and care for minor relatives.
There are ways to organize and prepare to work with an advisor that will help make the process easier, including:
Consider making a gift through your will or trust.
Here's the language you'll need.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Jeremy Goldberg, Assistant Director of Estate Gift Planning
jeremygoldberg@vassar.edu
845-437-5429