Strengthening your legacy plan starts with understanding your goals, your assets and the people and causes you want to support.
Identify your assets and wishes
Begin by reviewing what you own and how you would like those assets to be shared.
- Real estate, bank accounts, investments, and life insurance policies
- Collectibles, heirlooms, jewelry and antiques
- Personal property such as vehicles, boats or musical instruments
- Your wishes for each gift
- The people and organizations you want to include
Create your plan with guidance
A professional advisor can help you understand your options and create a plan that reflects your goals.
Bring your financial statements and questions to your meeting.
Understanding your choices can help you make informed decisions for your loved ones and the causes you care about.
Protect your legacy
Life, assets and tax laws can change over time. Review your plan regularly to make sure it continues to reflect your wishes.
Be sure your loved ones know where important documents are stored and that your executor, beneficiaries and other key contacts are up to date.
For information about including FeedMore WNY Foundation in your legacy plan, contact Judy Burnett Christian at jchristian@feedmorewny.org or call (716) 822-2005, ext. 3056.