University of the Ozarks – Planned Giving

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A Resolution Everyone Should Keep

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Preparing or updating a will and getting a comprehensive review of your estate plan is vital to your family's financial security and peace of mind.

If you die without a will, the laws of the state where you reside will determine how your property is divided among your closest surviving relatives. If you have a spouse and children, they may have to share part of your estate with your siblings and parents. This can lead to family squabbles and serious financial consequences for your loved ones. An out-of-date will can cause similar problems.


What Could Be Missing From Your Current Plan?
  • Your concerns may have evolved from the needs of your young children to long-term care planning for your aging parents, or even yourself.
  • The life insurance policy that was once "just the right amount" may now be either more than you need or not enough.
  • Have you remembered Ozarks in your will? Including a gift in your estate plan is an easy, flexible way to support our mission.
Share the sample bequest language for Ozarks with your estate planning attorney:

"I, [name], of [city, state, ZIP], give, devise and bequeath to University of the Ozarks, 415 N. College Avenue, Clarksville, AR 72830 [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."


To learn more, contact Lori McBee at 479-979-1354 or lamcbee@ozarks.edu.

eBrochures
Request our helpful guide to find out what you need to prepare before you meet with your estate planning attorney.



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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.