Planned Giving Alive In Hope Foundation Futures In Education for Brooklyn and Queens

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Make sure your trust is updated regularly. Tax laws, family circumstances and financial situations are always changing. The living trust you create today may not be appropriate for you in five or 10 years, and the choices you have made with regard to trustees and guardians may no longer meet your needs. For these reasons, it is important to review your living trust with your attorney at least every three years.

Remember These Other Important DocumentsRemember These Other Important Documents
In addition to considering a revocable living trust, make sure you have a will, a living will, a health care power of attorney and a durable power of attorney for financial matters in place.

We hope our website has answered many of your questions about living trusts. Here are some actions to take to learn more about this estate planning tool.
  • Set up a meeting with your estate planning attorney to determine whether a living trust is right for you.
  • Learn more about giving back through your will and living trust.
  • Contact Tom O'Brien at 718-965-7375 or info@aliveinhope.org with any questions you may have about naming Futures in Education or Alive in Hope Foundation of the Diocese of Brooklyn in your living trust or other estate plans.
  • If you'd like to remember Roman Catholic Diocese of Brooklyn after your lifetime, share our bequest language with your estate planning attorney. The official bequest language for Futures in Education or Alive in Hope Foundation is: "I, [name], of [city, state, ZIP], give and bequeath the sum of $____________ to the Roman Catholic Diocese of Brooklyn for its general purposes (unrestricted) or for a specific named program (restricted)."
    Examples of named programs are Alive in Hope Foundation, Futures in Education, a Parish or School, etc.






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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.