Whether or not you already have a will, the easiest way to include a gift in your will is to get help from a professional advisor experienced in preparing wills.
Here are a few steps to consider when getting started.
Think about the organization or cause you would most like to support. If you need more information about a particular organization, contact them directly.
They can help you better understand what they do and what your donation will support.
Search for a Charity by scrolling down the page to see who is a LEAVE A LEGACY partner.
Make sure that your family members are aware of your intentions so they can support the achievement of your charitable goals.
Consult a trusted advisor to get the right expertise and advice. An advisor can explain your giving options and help you choose the gift that is right for you.
Search for an advisor who is a LEAVE A LEGACY partner.