Gift Planning Menu

• Gift Planning Home

• Your Impact

• Ways to Give

• Maximum Flexibility

• Maximum Tax Benefits

• Information for Advisors

 Maximum Flexibility

Revocable Gifts

We don’t know what will happen in the future.  However, you can still create a planned gift today while simultaneously retaining control over these assets for the balance of your life.  Such gifts are called revocable gifts.  You can change your mind.  You have total control.  

Unless you are confident that you will not outlive your assets, a revocable estate gift is almost always the best option.  These gifts are generally one of the following:

• Bequest in a Will or Living Trust

• Beneficiary Designation in IRA or Retirement Plan

• Beneficiary Designation in Life Insurance Policy

• Pay-on-Death arrangement for a bank account

By naming The Willows in your will, living trust or as a beneficiary, you can protect yourself against an uncertain future.  Should you ever need these assets, they are available.  If not, your gift will come to The Willows exactly as you desire.  

For more information, please contact Deonna Heath at marketing@ewillows.org or(949) 586-5220. Again, there are never any expectations or obligations to complete any gift.