Charitable Estate Planning

If estate planning is on your back burner, you are not alone. Seventy percent of adult Americans do not have an estate plan, and of those who do, many have not revisited their plans despite significant changes in their life circumstances.

Estate plans are not just for the wealthy. Everyone needs a plan and unfortunately, procrastination in such matters can have dire consequences. You have probably heard stories about families torn apart by money conflicts after a parent’s death or about inheritances significantly reduced due to estate taxes. It doesn’t have to be that way. A thoughtful and well executed estate plan can avoid such pitfalls.

Have you ever found yourself asking:

  • Will I have enough money to live on for the rest of my life?
  • How can I best benefit my heirs after I’m gone?
  • Can I leave money to my favorite charities?

Our Winona Health Foundation knows these questions concern most of us. We also know that the answers are as individual as the person who asks them. That is why the Winona Health Foundation has contracted with Thompson & Associates, one of the most respected charitable estate planning firms in the country, to provide charitable estate planning services to our benefactors and friends―at no charge.

One individual who participated in the charitable estate planning said, “This is a great process and a great service Winona Health is providing. It will result in an abundance of support for non-profit, community organizations such as Winona Health.”

Learn more

Download our Charitable Estate Planning Brochure (PDF)

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