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Wills and Bequests

A Guide to Planning Your Will and Trust

On average, a person works more than forty years to accumulate assets and spends ten years conserving what has been earned, but does not spend even two hours to plan for distribution of those assets. The chaos that often occurs following the death of a loved one can be burdensome. This burden can be eased, however, through proper planning.

A key element of proper planning is the implementation of an estate plan. The basic document in any such plan is a will and many plans also include a trust. Planning Your Future is designed to encourage you to think about how you want your assets to be distributed at death and assist you in gathering the information your attorney will need to prepare a will and trust that accomplishes your goals.

Fulfilling Your Goals

As you consider creating a legacy at Presentation College, there are many gift options from which to choose. The status of family, assets, income, taxes, age or other factors will affect the option best for you and your individual situation. To assist in your planning, please contact the Advancement Department at (605) 229-8454.