To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use <<Link Bequest Tool>> this resource <<Link Bequest Tool>> on its own, use it to document your wishes before finalizing your plans with an attorney.
Your legacy plan starts, first, with your loved ones and then reflects what else is important to you that you want to continue long into the future. Wise planning for family, friends and charities, like Friends of Karen, that are important to you, allows you to assure that your assets will be used according to your wishes and that your values will be expressed in your plans.
Consider adding Friends of Karen to your estate plans and becoming a part of the Sheila Petersen Legacy of Giving Circle. Help us ensure that we can continue our mission for generations to come.
Encourage family dialogue about the challenges of caring for a child with a life-threatening illness. Act as a bridge for improved communication.
Name Friends of Karen as a beneficiary of stocks, bonds and/or other investment assets.
Name Friends of Karen as a full or partial beneficiary of a life insurance policy, bank account or brokerage account.
Name Friends of Karen as a beneficiary of a tax-deferred IRA, 401(k) or 403(b).
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