Where IS your will?
Congratulations! If you have a completed, legal will, you already understand the peace of mind that comes from having a plan in place.
Before you check “will planning” off your to-do list, make sure you aren’t settling for one of these not-so-helpful documents.
- The Will That Missed the Mark. Your will provides an incredible opportunity to determine the next stewards of your God-given resources. Through it, you not only care for the needs of your loved ones, but you can also give to Love Worth Finding and other ministries in a significant way. Does your will reflect your values? Does it further your priorities and passions? Take time to ensure your will mirrors what matters most to you.
- The Will That’s Out of Date. Life changes, and your will should, too. If your goals and circumstances have evolved, or if it’s been more than three years since you last looked at it, it’s probably time to dust off your will and give it a thorough review. There are seven common reasons that warrant an update to a will, trust or other estate planning documents. Request 7 Reasons to Review Your Will for a questionnaire to determine if any of these reasons apply to you.
- The Will That’s Lost. If there’s one thing that can render your will useless, it’s if no one knows where to find it. Make sure you communicate about your plan to your family and personal representatives. Don’t forget to tell them practical details like where documents are stored and any lock combinations or keys they’ll need to access them.
Where there’s a will, there’s peace of mind — but only if everyone knows where to find it.
Need help making sure your will reflects your goals and passions? Love Worth Finding partners with Barnabas Foundation to offer you complimentary, confidential services to help you with wills and trusts; gifts of stock, real estate or other assets; and gifts that pay you income for life.
To learn more about Barnabas Foundation and to schedule an appointment, contact Bob Dawkins or Sam Cox by phone at 800-274-5683 or send an email to [email protected].