The Experience Magazine: Spring 2022

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PHILANTHROCORP PEACE OF MIND

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How long has it been since you have had your estate documents reviewed? We often find that people’s documents don’t agree with how they thought they had planned their estate. Sometimes, this results from not checking beneficiaries on insurance policies and retirement accounts. Other times, it is theway assets are titled. Word of Life Foundation offers to review your documents with complete confidentiality and at absolutely no cost to you. Perhaps you do not have estate documents in place. According to many surveys, more than 60% of people do

not have a current will or estate plan. Experience shows that only 1 in 40 have included any charitable giving in their estate plans. Hundreds of Word of Life friends have taken advantage of this service, and they tell us what a blessing it was to them and their families. (see testimony, right) Contact Bob Brown, Director of the Word of Life Foundation, at the number or email below, and he will set in motion a process that will give you peace of mind that your estate documents are in order.

“ We are very thankful for our planning documents and how well this process went for us. We had good discussions, adequate information, and time to think and pray between phone appointments. It is a very good feeling to know we are finished. Our planning docu- ments include our wishes, which will help our loved ones. We are grateful that our planning will remember charities we believe in and support, as well. – Ronald and Beverly Schubert

bobb@wol.org / 518.494.6205

19 The Experience

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