With Tax Day around the corner on April 15th, taxes may be on your mind as you gather documents and submit your return, if you haven't done so already.
Next, as tax season winds down, consider reviewing your estate and legacy plans while the act of planning your affairs is still fresh in mind and you may even have many of your necessary documents already compiled.
To help you along your way, take advantage of a free Estate & Legacy Planning Guide from the Jewish Community Foundation, Inc. This guide is designed to centralize your documents and determine your plans for the future. Once you complete this 28-page workbook, you can even share your information with your attorney to use in creating your estate plans. The guide covers everything from listing your assets, to determining your durable power of attorney, to what philanthropic wishes you may have, and more.
Click here to submit your request for a guide and we will email you a copy for you to keep and use. There is no obligation, and the JCF respects your privacy so we will not sell or distribute your contact information.
For questions about the free guide or legacy giving in general, please contact us today at 856-673-2528 or firstname.lastname@example.org.