Deferred giving

Some people don't prepare a will because of fear of death, uncertainty about to whom to give their assets, family conflicts, difficulty creating an inventory of assets, expense, or simple procrastination. Unfortunately, passing away without a will means that the laws of the state will determine how your property is distributed, without taking into account your desires. Federal estate tax can take 37% to 55% of your estate! That's a higher tax bite than the income tax! It definitely pays to do some advance planning with your attorney and other professional advisors. A will is the primary way to determine how your assets will be distributed after your death and offers you a way to care for the people and charities that share your values.

We hope you will consider a charitable gift in your will. It can benefit Evergreen will you save tax dollars at the same time. Evergreen can be named as a beneficiary in a will in any one of a number of simple ways. In many cases, you can easily add Evergreen to your will through a simple amendment called a codicil; thus your entire will does not have to be rewritten.

Start your will today

You don't need all the answers to start a will. You can start with what you know and make changes later. There are many government and local agencies that provide complimentary information packets to help you prepare a will. If you have any questions, please contact the Evergreen office.