The New Year brings a time to accomplish the things we didn’t get to last year. For some of us, that includes planning for the future, whether for retirement, our health, or for our family’s needs. The hardest part can be taking that next step. Here are some ideas you might think about to help move your planning forward. A professional advisor can guide you in these important decisions.
- What has changed in your life -- marital status, new children or grandchildren, loved ones who have passed, health conditions that have changed?
- Does your will arrange for the care of any minors or pets? Or provide for any special needs your loved ones may have?
- Do you have a health care proxy?
- How much of your savings will you need and will it maintain the lifestyle you envision?
- How will you support the people and causes important to you?
When you create or review your plans you have an opportunity to consider gifts to the community as well as to your family and friends. Think about Treasure Coast Hospice and other organizations that are important to you and what kind of legacy you might provide for them.
We can provide you with creative gift strategies on how to approach financial planning for your future, your loved ones, and Treasure Coast Hospice.
- Download our estate planning guide
- Contact Office of Planned Giving at 772.403.4547 or Give@treasurehealth.org.
