The future is uncertain. However, you can still create a legacy gift today while simultaneously retaining full control over your assets for life. These gifts are called revocable gifts. These gifts are generally one of the following:
- Bequest in a Will or Living Trust
- Beneficiary Designation in IRA or Retirement Plan
- Beneficiary Designation in Life Insurance Policy
- POD arrangement for a bank account
For more information about these options, please contact Marcy Rubic, Executive Director, at email@example.com or (303) 429-0688.