University of Northern Iowa: Office of Planned Giving

"If your actions inspire others to dream more, learn more, do more and become more, you are a leader."

John Quincy Adams
Home
Planned Giving
What to Give
Ways to Give
Estate Planning
Explore Your Options
Resources
Meet Our Donors
For Professional Advisors
Contact Us
eBrochures: Free information
Home  > Planned Giving  > Planned Giving UNI

Forward this article to a friend   Print version   Increase font size  Decrease font size 

Action Items

Learn More
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 Helene Benitez at 319-273-6078 or helene.benitez@uni.edu with any questions you may have about naming University of Northern Iowa Foundation in your living trust or other estate plans.
  • If you'd like to remember University of Northern Iowa after your lifetime, share our bequest language with your estate planning attorney. Share the sample bequest language for University of Northern Iowa Foundation with your estate planning attorney:

    "I, [name], of [city, state ZIP], give, devise and bequeath to University of Northern Iowa Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."






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.

Bookmark:
Delicious Digg Facebook reddit

GET STARTED

FREE Estate Planning Kit