Three Ways to Pass On Assets Outside of Your Will

Three Ways to Pass On Assets Outside of Your Will

Three Ways to Pass On Assets Outside of Your Will

While everyone should talk to an attorney about a formal plan, you can pass on some of your assets outside of a will. To make sure your loved ones are cared for after you are gone, you can:

  1. Name beneficiaries for your retirement plan assets and life insurance.
  2. Designate Pay on Death or Transfer on Death beneficiaries for your investments, checking, or savings accounts.
  3. Review and update your real estate and vehicle titles to include your beneficiaries.

You can designate multiple beneficiaries to take care of your family and the causes most important to you.  If you want to provide hope and healing for the troubled, complicated, and amazing kids at the Ranch, consider making Dakota Boys and Girls Ranch a beneficiary in an amount or percentage of your choice.

October 21-27 is National Estate Planning Awareness Week. Now is the time to solidify your plans. For more information, contact us today at 1-800-344-0957, learn more at our website, DakotaRanch.org, or see what Ranch kids are up to by following us on Facebook or Instagram.

 

 

Share this Post:

Categories