Planned Givingsupport
|
|
 |
 |
Action Items
- Set up a meeting with your estate planning attorney to get your will in place, or to update your will.
- Read about how to prepare for your meeting with an estate planning attorney.
- Share the sample bequest language for Tampa Museum of Art with your estate planning attorney:
"I, [name], of [city, state ZIP], give, devise and bequeath to Tampa Museum of Art [written amount or percentage of the estate or description of property] for its unrestricted use and purpose." - After getting your will in place, make sure the rest of your estate plans are sound.
- Contact Dorea Ferris at 813.421.8368 or dorea.ferris@tampamuseum.org with any questions you may have about including Tampa Museum of Art in your estate plans.
In addition to a will, make sure you have a living will and a durable power of attorney in place.
Your Next Steps
Getting Started | 4 Steps to Your First Will | Case Study | When and How to Update Your Will | What Your Will Can't Do | How to Find an Estate Planning Attorney | Action Items
Getting Started | 4 Steps to Your First Will | Case Study | When and How to Update Your Will | What Your Will Can't Do | How to Find an Estate Planning Attorney | 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.
