October 21, 2013
The Arthur A. Dugoni School of Dentistry's Development Department recently created a new publication to assist alumni and other school supporters interested in creating an up-to-date estate plan.
The guide, Planning for the Future: A Guide to Planning Your Will and Trust, is designed to help individuals understand the benefits of having an estate plan and to start thinking about how they want their assets to be distributed in the future. The guide provides a helpful way to organize personal and financial information for use by attorneys in the establishment of an estate plan. Sections cover estate planning goals, estate finances, sample bequest language and other topics. Individuals may use the guide to record family information and estate distribution plans.
To request the free guide, please contact Linda Frank, Major Gifts Officer, at 415.749.3303, or email firstname.lastname@example.org. She is also available to answer questions about a wide range of gift planning topics.
Additional information about gift planning is available from the "Gift Planning Central" section of the school web site.
Category Type: Alumni, General
Contact: Office of Public Relations, 415.929.6434, email@example.com