Top Ten Things You Can Do

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The Top Ten Things You Can Do To Create a Legacy

1. Prepare a will. Only 50% of those who pass away have one. Without a will, you may lose control over your belongings.

2. Leave a gift in your will for the nonprofit and charitable organizations that made a difference in your life. Less than 6% of American households have included nonprofits in an estate plan. Imagine the positive impact on our community if everyone made a donation to a favorite nonprofit.

3. Leave a specific dollar amount or a percentage of the assets in your will to a nonprofit of your choice.

4. Consider using assets for your charitable gift. These include but aren't limited to: stocks, bonds, CDs, real estate, vehicles, art, and jewelry. Such gifts may even provide tax savings.

5. Name a nonprofit of your choice as the beneficiary of your pension plan or IRA.

6. Purchase a new life insurance policy naming your favorite nonprofit as the beneficiary.

7. Name your favorite nonprofit as the beneficiary of an existing life insurance policy.

8. Remember loved ones with memorial gifts.

9. Encourage family and friends to leave gifts to nonprofits in their wills.

10. Ask your financial advisor to include charitable giving as a part of client counseling.

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