| Planned Giving Newsletter |
Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features. We also share news about the charitable endowments under the umbrella of Hindu Heritage Endowment.
The Manitha Neyam Trust Fund, fund #47, supports the Sivapoomi Elders Home, a home for the elderly in Kondavil, Sri Lanka. Read more..."
Make Sure Your Will Keeps Pace With Your Life
Your will reflects the time when it was created. Many people have good intentions to update their wills but often fail to do so. You can change your will at a later date by adding a codicil (an amendment) to reflect any life changes.
Here are some circumstances that make it critical to update your will:
- You want to name a different personal representative, trustee or guardian.
- Your estate has increased or decreased significantly.
- You’ve moved to another state.
- Your situation or a beneficiary’s situation has changed because of marriage, divorce, birth, adoption or death.
- Tax laws have changed.
- You want to include a charitable gift in your will. If you wish to remember Hindu Heritage Endowment, consider leaving us a percentage of your estate so your gift will remain proportional to your estate size, no matter how it fluctuates over the years.
If you have additional questions on updating your will or are considering adding a gift to Hindu Heritage Endowment, please contact us at firstname.lastname@example.org or 808-822-3012 x 6 for more information.
How to Update Your Will
Step 1: Obtain a copy of your current will.
Step 2: Mark the necessary changes.
Step 3: Meet with your estate planning attorney.
Step 4: Discuss changes with us if they will affect Hindu Heritage Endowment.© The Stelter Company: The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
Planned Giving Guidance
Default Estate Plans in Malaysia Do Not Always Please Survivors
Family Life at Udayan Care
This eight minute film introduces the Udayan Care ghars, homes for displaced children in India
Estate Planning Toolkit
Download our toolkit to help with your estate and gift planning preparation. The Toolkit can help you save money in attorney's fees. New: Toolkit for Canadians now available.
Essentials of Financial & Estate Planning
In this animated short video we explain some basic essentials of financial & estate planning
What is an Endowment?
This 101 second animated video explains the three types of endowments