ESTATE PLANNING

FACING THE INEVITABLE: ORGANIZING FOR HEIRS

There’s nothing like a pandemic to motivate one to face the inevitability of death. Life is complex, so tying up all the threads at life’s end can be a daunting task for one’s heirs. Therefore, I promised myself that my first goal while sheltering in place would be to complete a trust, something I had previously been too busy to do...

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LEGACY gift

As you contemplate estate planning, consider the community you love and an enduring way to have a positive impact by leaving a charitable gift to the Trinidad Civic Club that aligns with your personal philanthropic goals. Your generosity demonstrates lifetime values and reminds heirs that giving is a heartfelt gesture of hope for the future...

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a cHECKLIST FOR WRITING AN OBITUARY

This one-page article summarizes the process of writing your own obituary or you can print it for your will/trust documents so heirs can write it for you.

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