A well-planned will or a living trust is the most important document in your estate plan. Even though estate planning seems like an unpleasant or even unnecessary task, there are a number of issues to consider. Discussion of your estate plan with your attorney and financial advisor is essential in understanding the impact of taxes and tax deductions.

For many, the most practical and realistic method for providing a major gift to support Hospice of Marion County is through a will. Such bequests can be made in any amount and can significantly reduce estate taxes. You maintain the use, benefit, enjoyment and control of your assets for as long as you live. Hospice then receives the gift from your estate to provide for patient care, as well as educational and support programs.

A number of options are available, no matter the size of your estate. All gifts to us through your estate, whether by specific or residual bequest, qualify for a 100% charitable estate tax deduction.

How it helps you:

• Provides for your family after your death
• Distributes your assets according to your wishes
• Saves on estate taxes
• Leaves a legacy to Hospice of Marion County without having to give up assets during your lifetime