A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more.
Your will is your legacy. It dictates how you will be remembered and can be created to reflect your values. That’s why, no matter your age or wealth status, you should be sure to take time to craft this important document this year.
Use your will to:
Great! Make sure it is up to date. It’s a good idea to review your will regularly or when you experience a life event such as a marriage, birth or move. This makes sure your will accomplishes what you want and takes your current state’s law into consideration.
Including a gift to the Jacobson Jewish Community Foundation in your will is simple. All it takes is a sentence. Please contact Cathrine Schwartz, CFRE at CathrineS@bocafed.org or 561-852-3120 to learn more about this type of gift or for assistance getting started.