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Factors in Planning

One very important aspect of planning for the future is to take time to consider your overall financial and estate plans. Many people never get around to making a Will or other estate plan, for example, and that's a real shame because so many good things can come out of the planning process -- not the least of which is your own peace of mind.

If you are ready to consider making or reviewing your estate plan, consider using the four "P's" as a simple guide. Before going to visit your attorney and/or other professional advisor, take time to list the following:

PEOPLE
Who are all the people in your life who depend on you or whom you might want to remember in your plans? Spouse, children, grandchildren, other relatives, friends and loved ones come to mind.
PROPERTY
What are the various properties you own that together make up your estate? List real estate, insurance, annuities, mortgages held, automobiles, furniture, etc. Make a note of the cost of each, the estimated current value and any income or debt involved.
PLANS
How would you like to match your properties to the people you have listed? Be sure to include any plans you have to remember your charitable interests, such as Keystone Human Services.
PLANNERS
Who are the people you will need to talk with to complete your plan? Remember to list your attorney, insurance agent, broker, trust officer, certified financial planner and perhaps others.

Once you have been through this process, you are ready to put it all together. We at Keystone Partnership would be most honored to be a part of your future plans. If you would like more information about us, or if we can help in any way, please feel free to contact Keystone Partnership. Thank you for your consideration of Keystone Human Services.

Gift Planning home page

For more information or a confidential discussion of your charitable options, please email or call Ann Moffitt at 717 232-7509 ext. 133.

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