What is Estate Planning:

The process of preparing for and organizing one’s assets during a person’s life, for the administration and distribution of that person’s assets during the person’s life, in the event the person becomes incapacitated and after death.

Why is Estate Planning so important:

• To ensure that your loved ones and property are protected.  If you die without a will, the state that you are living in will determine who will get your assets.
• Allows choosing the executor of your will. A corporate trustee should be considered.  During grief, family members may not be in the best emotional state to undertake such a responsibility.
• Makes Bequest of specific assets.  Without a will, your desire to give specific assets to specific persons or organizations may not be fulfilled.

SDA Planned Giving

Thank you for your interest in Planned Giving, our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. Visit the Planned Giving and Trust Services website for more information: http://www.willplan.org/