Do you desire to make your life outlive you for “something bigger”—the health and wellness of our community?
Wills and trusts are the tools used to accomplish what you desire for your legacy both now and after death. Charities may be the beneficiary of securities, money, property, or other assets. Many of these gifts can provide a tax benefit for you and your family during your lifetime or after death.
If you are considering making a legacy gift, please consult with your family, attorney, and/or financial planner. We would be honored to help you in making a legacy gift. Please call Jill Leahy at 715-294-5727.