Perhaps you don’t think you are the type of individual who would leave a legacy, but the truth is that anyone can do it and every effort to support future generations helps. Leaving a legacy can be as easy as naming Circle of Life as the beneficiary of a portion of your retirement plan assets or including a couple of sentences in your will or trust.

We realize the importance of providing for family and other loved ones after you’re gone, and helping us doesn’t mean they’ll be forgotten. Consider these options:

1. Include a bequest to us of a percentage of your estate or a percentage of your residual estate to ensure that your gift will remain proportionate to your estate size, no matter how it fluctuates over the years.
2. Name us as a contingent beneficiary so that we’ll benefit only if your other beneficiaries are no long living.
3. Leave highly taxed assets, such as those from your retirement plan, to us since we receive them tax-free. Then leave other less tax-burdened assets, such as real estate, cash or life insurance, to your loved ones.
4. Stipulate that your gift to us be given in honor of someone you care about, leaving an “inheritance” that your loved one will truly cherish.

It’s never too early – or too late – to craft your legacy. Take control of how your assets will be distributed by meeting with your estate planning attorney today to implement tax-saving strategies.

If you are interested in extending your support for Circle of Life into the future, we’d be happy to work with you and your advisors to formulate a tax-wise gift. Contact us to learn more.

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