August isNational
MAKE-A-WILL MONTH It’s a time to reflect on the importance of creating a plan for the future, not just for yourself and loved ones, but for causes or organizations that are important to you. As the saying goes, “where there’s a will, there’s
A word of advice RETIREMENT PLAN DONATIONS Donating the remaining balance of your retirement plan makes for a tax-wise gift. To avoid including such a plan in your taxable estate, we recommend using your successor beneficiary form to name The Cooper Foundation your beneficiary rather than including the plan in your will. a way” and many things can be achieved through a well-crafted estate plan . If you've already written your will, make now the time to review it. A will can easily be amended with a simple document called a codicil prepared by your attorney. Creating your will allows you to communicate important financial and healthcare decisions, so you and your loved ones are prepared for whatever the future may hold . A will allows you to provide for the people you love, so they will always be supported. By including an optional planned gift in your will, you can continue to support the causes you believe in.
Your Legacy: Impact
A charitable bequest in your will or revocable trust allows you to invest in future generations of care at Cooper without affecting your cash flow during your lifetime.
SECURITY
You maintain control of your assets.
PEACE OF MIND
Learn more about your giving options or how you can invest with purpose, supporting organizations and causes that are important to you. You can claim unlimited estate tax deductions for your bequests. If your situation changes, you can revise your will at any time .
IMPACT
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