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Creating an Estate Plan is Essential It is never too late or too early to create an estate plan and there is always a reason to have one regardless of how much or how little money or assets you have Estate plans are about much more than who or what to give money to when you die It is important that your wishes and needs are known and documented properly under the appropriate state law or others may be making decisions for you Legacy Giving Program Your estate plan determines What medical decisions are made and who makes them when it matters most If your estate avoids probate Who gets your possessions Guardianship of minor children The amount of support you give to causes and organizations that are important to you Please consider making Unity of the Palm Beaches part of your estate plan 1901 North Flagler Drive West Palm Beach FL 33407 www unitypalmbeach com Someone is sitting in the shade today because someone planted a tree a long time ago Warren Buffet
There Are Many Ways To Give Gifts from your will or trust Bequests Retirement Plan IRA Lifetime Gifts Distributions Stocks and Appreciated Securities Unity of the Palm Beaches has been transforming lives and radiating love since 1952 The loving generosity of so many people over the years has helped your spiritual home have the means to keep the lights on and the love Real Estate ministry continues to provide positive practical spiritual teachings to help the next generation Donor Advised Funds estate vehicles art and jewelry Such gifts may ones with memorial gifts Name a nonprofit of your choice as the beneficiary of your pension plan or IRA Gifts That Pay You Income Charitable Remainder Trusts Annuities Unitrusts your gift will help lay a foundation of financial Flip Unitrusts Unitrusts Charitable Lead Trusts Pooled Income Trusts Thank you with deep appreciation for your Each of these has different impacts on you Consult helping to co create a world that works for all find out how they apply to your situation support of Unity of the Palm Beaches and for Consider donating assets for your charitable even provide tax incentives Remember loved You can give in many ways and as general lifetime a legacy of love one of the beneficiaries Tangible Personal Property Distributions Charitable Gift Annuities Immediate Deferred support and will serve people beyond your Prepare a will or trust and name a nonprofit as gift These include stocks bonds CDs real live healthy prosperous and meaningful lives support or for a specific purpose In any case leave a legacy Life Insurance Lifetime Gifts Estate flowing Leaving a gift to Unity of the Palm Beaches in your estate plan can help ensure the Things You Can Do To an Estate Planning Attorney or Financial Advisor to Give a gift of your life insurance policy by naming a nonprofit as the beneficiary Create a Donor Advised Fund or a trust to benefit you with a tax break now and your favorite nonprofit in the future Unity reserves the right to decide which tangible property to accept
There Are Many Ways To Give Gifts from your will or trust Bequests Retirement Plan IRA Lifetime Gifts Distributions Stocks and Appreciated Securities Unity of the Palm Beaches has been transforming lives and radiating love since 1952 The loving generosity of so many people over the years has helped your spiritual home have the means to keep the lights on and the love Real Estate ministry continues to provide positive practical spiritual teachings to help the next generation Donor Advised Funds estate vehicles art and jewelry Such gifts may ones with memorial gifts Name a nonprofit of your choice as the beneficiary of your pension plan or IRA Gifts That Pay You Income Charitable Remainder Trusts Annuities Unitrusts your gift will help lay a foundation of financial Flip Unitrusts Unitrusts Charitable Lead Trusts Pooled Income Trusts Thank you with deep appreciation for your Each of these has different impacts on you Consult helping to co create a world that works for all find out how they apply to your situation support of Unity of the Palm Beaches and for Consider donating assets for your charitable even provide tax incentives Remember loved You can give in many ways and as general lifetime a legacy of love one of the beneficiaries Tangible Personal Property Distributions Charitable Gift Annuities Immediate Deferred support and will serve people beyond your Prepare a will or trust and name a nonprofit as gift These include stocks bonds CDs real live healthy prosperous and meaningful lives support or for a specific purpose In any case leave a legacy Life Insurance Lifetime Gifts Estate flowing Leaving a gift to Unity of the Palm Beaches in your estate plan can help ensure the Things You Can Do To an Estate Planning Attorney or Financial Advisor to Give a gift of your life insurance policy by naming a nonprofit as the beneficiary Create a Donor Advised Fund or a trust to benefit you with a tax break now and your favorite nonprofit in the future Unity reserves the right to decide which tangible property to accept
There Are Many Ways To Give Gifts from your will or trust Bequests Retirement Plan IRA Lifetime Gifts Distributions Stocks and Appreciated Securities Unity of the Palm Beaches has been transforming lives and radiating love since 1952 The loving generosity of so many people over the years has helped your spiritual home have the means to keep the lights on and the love Real Estate ministry continues to provide positive practical spiritual teachings to help the next generation Donor Advised Funds estate vehicles art and jewelry Such gifts may ones with memorial gifts Name a nonprofit of your choice as the beneficiary of your pension plan or IRA Gifts That Pay You Income Charitable Remainder Trusts Annuities Unitrusts your gift will help lay a foundation of financial Flip Unitrusts Unitrusts Charitable Lead Trusts Pooled Income Trusts Thank you with deep appreciation for your Each of these has different impacts on you Consult helping to co create a world that works for all find out how they apply to your situation support of Unity of the Palm Beaches and for Consider donating assets for your charitable even provide tax incentives Remember loved You can give in many ways and as general lifetime a legacy of love one of the beneficiaries Tangible Personal Property Distributions Charitable Gift Annuities Immediate Deferred support and will serve people beyond your Prepare a will or trust and name a nonprofit as gift These include stocks bonds CDs real live healthy prosperous and meaningful lives support or for a specific purpose In any case leave a legacy Life Insurance Lifetime Gifts Estate flowing Leaving a gift to Unity of the Palm Beaches in your estate plan can help ensure the Things You Can Do To an Estate Planning Attorney or Financial Advisor to Give a gift of your life insurance policy by naming a nonprofit as the beneficiary Create a Donor Advised Fund or a trust to benefit you with a tax break now and your favorite nonprofit in the future Unity reserves the right to decide which tangible property to accept
Creating an Estate Plan is Essential It is never too late or too early to create an estate plan and there is always a reason to have one regardless of how much or how little money or assets you have Estate plans are about much more than who or what to give money to when you die It is important that your wishes and needs are known and documented properly under the appropriate state law or others may be making decisions for you Legacy Giving Program Your estate plan determines What medical decisions are made and who makes them when it matters most If your estate avoids probate Who gets your possessions Guardianship of minor children The amount of support you give to causes and organizations that are important to you Please consider making Unity of the Palm Beaches part of your estate plan 1901 North Flagler Drive West Palm Beach FL 33407 www unitypalmbeach com Someone is sitting in the shade today because someone planted a tree a long time ago Warren Buffet
Creating an Estate Plan is Essential It is never too late or too early to create an estate plan and there is always a reason to have one regardless of how much or how little money or assets you have Estate plans are about much more than who or what to give money to when you die It is important that your wishes and needs are known and documented properly under the appropriate state law or others may be making decisions for you Legacy Giving Program Your estate plan determines What medical decisions are made and who makes them when it matters most If your estate avoids probate Who gets your possessions Guardianship of minor children The amount of support you give to causes and organizations that are important to you Please consider making Unity of the Palm Beaches part of your estate plan 1901 North Flagler Drive West Palm Beach FL 33407 www unitypalmbeach com Someone is sitting in the shade today because someone planted a tree a long time ago Warren Buffet