What are the benefits of an estate plan?
- Peace of Mind: An estate plan should give you peace of mind — knowing that important and sometimes difficult decisions have been made to care for you and your loved ones.
- Provide: An estate plan is designed to help you provide for both you and your family. With a good estate plan, you can give loved ones the property you have acquired in the right way, at the right time and at a minimal cost.
- Protect: A good estate plan will protect you in your senior years. It may be necessary to designate a specific person to manage your property, help doctors and other medical staff with significant decisions, and make certain you are receiving the best possible care. An estate plan can increase your lifetime security and also achieve your goals for family and charity.
With just a little planning, you can have peace of mind knowing you have taken care of your family and secured their future.
Are Your Plans Up-to-date?
One of the most effective ways to care for your family is with a current estate plan. Are your plans up-to-date? Here are some questions to consider.
Who is dependent on you for financial support? Are you married? How many children and grandchildren do you have? Do you have any heirs with special needs?
What significant life changes have occurred with your family, including marriages, divorces, births or deaths, since you last updated your will or trust?
How much is "enough," and what is an appropriate inheritance for each heir?
Who will receive your assets? The people you intend, or will your assets be unintentionally distributed to someone else?
What else do you really desire for your heirs beyond money — college education, social responsibility, etc.?
What charitable institutions have been most important to you, and do you want to include them in your plans?
A current estate plan is vital to making sure your wishes are carried out and can help you leave a lasting personal legacy.
Are we in your estate plan?
Every year Rush receives bequests from generous donors that help advance health care. Their lasting legacy can be seen daily in the form of patient care areas, advanced medical technologies, scholarships and research endowments they helped create — all of which benefit countless patients and providers.
If you have included Rush in your estate plans, please let us know. When you share your intention of a charitable bequest to Rush, you make a powerful statement of confidence in Rush and inspire others. We would like to thank and honor you for your generosity during your lifetime and also ensure your future gift will be directed to the area or purpose that is most meaningful to you. We will also honor any wishes to remain anonymous.
If you have arranged a future gift, we invite you to tell us about it by contacting our office or filling out our online response card.