A T hanksgiving G ift for G enerations Show Gratitude With Thoughtful Estate Planning
With Thanksgiving approaching, it’s the perfect time to reflect on gratitude and giving back. One of the best ways you can create a lasting gift that will reflect your values, family, and legacy is through your estate plan. Establishing charitable contributions to a cause you love or supporting a scholarship fund are just two of several unique ways you can give back through your estate plan and ensure your generosity lives on. YOUR FAMILY In your estate plan, you can create gifts to care for your loved ones during their lifetime. You can leave money, assets, real estate, investments, or even artwork in your plan as long as you don’t expect repayment or something in exchange. Gifting this way has many benefits, including minimizing your taxes on the estate once you pass away and allowing you to give money to loved ones while you are still alive. Overall, it’s a gift that keeps on giving, making it easier for your heirs to
inherit beneficial assets now and allowing them more freedom and ease in the future.
CHARITIES AND ORGANIZATIONS Have you volunteered at a nonprofit or supported an organization that serves a cause close to your heart? You can give back to nonprofit organizations, churches, schools, or foundations in your plan. By setting up a charitable bequest or trust funds in your will, you can leave money to the causes you cherish. You can also establish a gift through a community foundation, which allows you to give any amount to an organization for as long as you want. LEGACY OF GIVING You can pay gratitude to your family and the causes dear to them by continuing their legacy of giving. Perhaps your parents loved a nonprofit, and you want to incorporate it into your own charitable giving plan.
Or, maybe your family members are proud graduates of a particular university. You can contribute to a scholarship fund at that school or include the alum foundation in your plan so you and your family can continue to serve an organization that helped them grow. As you enjoy Thanksgiving and this season of giving, remember that your estate plan can be a beautiful extension of your gratitude and values.
Making a Difference Behind the Scenes M eet K ate E llis
The Manely Firm is a people-centered firm with passionate employees who want to make a difference. Our Assistant Operations Manager, Kate Ellis, works behind the scenes every day to oversee everything from our policies and procedures manual to vendor contracts. She assists our Director of Operations and COO with facilities management and is responsible for managing maintenance, contracts, and vendor communication. Kate grew up around people who were passionate about community and helping others. Her father was a career journalist who investigated poverty and social issues, and her mother was an elementary school teacher. She pursued journalism in college but decided to switch to social work. “I realized that instead of writing about a tragedy that had already happened, I wanted to be involved in preventing it from happening in the first place,” she said. She went on to work for Child Protective Services as an investigator, where she worked with families dealing with abuse and neglect. When her husband was assigned to Fort Stewart, they moved to Savannah in 2014, and she was looking for a job where she could continue to help families.
She worked with us as an administrative assistant, client care coordinator, and paralegal until 2018, when she returned to North Carolina with her family. In 2022, when we created a new role in operations, we knew we wanted Kate at the helm. Kate is fully remote and is super excited to be back. She loves the firm’s people-centered approach and the high quality of services we provide. “There’s always a lot of internal communication that moves the ball forward and gets great outcomes.” Kate calls this role a combination of problem-solving and project management. She strives to do whatever she can to help the staff. Whether getting an employee a more comfortable chair or ensuring our technology meets our needs, she supports the whole team so they can focus on working with families. Outside of work, she loves spending time with her husband and three children. They enjoy watching football, hanging out with friends, and doing projects around their new country home. Kate is proud to be a part of The Manley Firm’s growth and truly epitomizes our core values. There’s no one we would rather have in this vital role, and she continues to make our firm even stronger.
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