Mark Your Calendar! National Estate Planning Week—which is from October 19–25 this year—is a great reminder to review your estate plans.
Mark Your Calendar!
National Estate Planning Week—which is from October 19–25 this year—was created to help you recognize the importance of planning ahead. It is a great reminder to review your estate plans, and make updates as needed.
As you think about your estate plans, please consider including Holy Cross in your will or trust, or making the school a beneficiary of retirement assets such as an IRA, 401(k) or life insurance policy.
You may be able to reduce your taxable income, achieve charitable giving goals and provide long-term financial support to Holy Cross, all in one simple transaction. Although this type of gift costs you nothing now, it enables you to truly make a difference in the lives of Holy Cross students.
Visit 1843legacysociety.org/planner or contact us to request an Estate Planner that can help you organize your assets and simplify your plans.
If your estate plans are already documented and up to date, there’s just one more thing to do: let your beneficiaries know they’re in your plans. And if Holy Cross is included on that list, please let us know! We’d love to thank you, direct your gift as you’d like, and welcome you to The 1843 Legacy Society.
P.S. It’s never too soon to create or review your estate plans and make meaningful choices about your assets. Use National Estate Planning Week as an opportunity to document your plans.