If there is one thing we can count on in life, it’s change. Because change occurs in our lives all the time, it’s important to keep estate plans up to date.
But how do you know which situations simply require updating your existing will with a codicil and which ones necessitate a whole new will? This guide can help.
With tax law changes this year, it’s the perfect time to review your plans and ensure they are still in line with your philanthropic goals. If you have questions about including a gift to the museum in your will, or need help getting started, please contact Kate McNulty at email@example.com or 415.581.3683.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.