Major, Planned & Endowed Giving
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Action Items
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 H. Franklin Grant at 434-395-2127 or granthf@longwood.edu with any questions you may have about naming Longwood University in your living trust or other estate plans.
- If you'd like to remember Longwood University after your lifetime, share our bequest language with your estate planning attorney. The official legal bequest language for Longwood University is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Longwood University [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
Your Next Steps
Getting Started | Pros and Cons of Living Trusts | Living Trusts Q&A | Assessing Your Needs | Case Study | Choosing Your Trustee | Do You Still Need a Will? | Action Items
Getting Started | Pros and Cons of Living Trusts | Living Trusts Q&A | Assessing Your Needs | Case Study | Choosing Your Trustee | Do You Still Need a Will? | Action Items
Copyright © The Stelter Company, All rights reserved.
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.
