This national Make–a–Will Month, take the essential step to protect your loved ones and ensure your wishes are honored. A will is more than just a legal document; it’s a powerful tool that provides clarity, reduces family stress, and safeguards your assets for future generations. Whether you’re creating your will for the first time or updating an existing one, now is the perfect time to act.
Why It Matters:
- Peace of Mind: A will ensures that your estate is managed according to your wishes, minimizing disputes and confusion.
- Protect Your Loved Ones: Specify guardians for your children, make charitable bequests, and decide how your assets are distributed.
- Avoid Probate Delays: A will can help streamline the legal process, allowing your beneficiaries to receive their inheritances without unnecessary delays.
Getting Started:
- Research & Resources: Begin by educating yourself in the basics of estate planning. Learn more about wills – what they are, how they work, what they don’t do, and more at NOLO.com
- Choose the Right Attorney: A qualified estate attorney can help you navigate the complexities of estate planning. Consider referrals from trusted friends or professional networks.
- Legacy Planning: Read our Legacy Planning Checklist where you’ll find a step-by-step guide to ensure that your wishes are honored while you’re living and leave a loving legacy after you are gone.
At the Orange County Community Foundation, we are here to help you every step of the way. Our team is ready to offer personalized support, tailoring our expertise to align with your mission and values. We are here to answer your questions, offer guidance, and ensure your legacy resonates with the causes you hold dear.
- Referrals: We can provide referrals to experienced estate attorneys, ensuring you have the expert guidance needed to create a will that truly reflects your wishes.
- Legacy Planning: Consider establishing a named Legacy Fund or adding philanthropic guidelines to a donor-advised fund at OCCF. This ensures your charitable objectives, including assigning advisory rights to other family members or friends.
To learn more, please contact Margita Blattner, Sr. Director of Philanthropic Strategy at mblattner@oc-cf.org or 949-464-4510.
