LEAVE A LEGACY - ESTATE PLANNING

If you want to make a lasting impact after your lifetime, consider naming LiveBeyond in your estate planning documents to ensure that the LiveBeyond mission will be sustainable into the future. Consult an estate planning professional to begin the process of creating or updating your estate plan.

• You may name LiveBeyond a beneficiary in your will (e.g. a specific dollar amount or percent of your estate). LiveBeyond will receive your gift when your estate is settled. Your estate planning attorney can help add this language to your will.
• You can make LiveBeyond a beneficiary of your retirement account or life insurance policy. Simply update your beneficiary designation to accomplish this goal as these assets will pass outside of your estate administration.
• You can make a gift to LiveBeyond and also generate income for you and/or your spouse. A Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT) are two vehicles that can achieve that objective while also offering considerable estate and income tax benefits. Funding such a trust with appreciated assets can be particularly beneficial.

To learn more about estate planning with LiveBeyond, please contact us. We would be happy to assist you and answer your questions.