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6 EASY STEPS TO CREATING YOUR ESTATE PLAN

Stay in control of your financial future by following these six easy steps.

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Step 1: Document your estate. This includes your home, investments, retirement or pension plans, life insurance, other real estate and personal property. Add all of these together and subtract your debt. The amount may surprise you.

Step 2: List the people and organizations you wish to remember in your will. This list should include family members, friends and organizations like the VFW.

Step 3: Assess your financial needs. Think about whether you have adequate income to support yourself and your family for the remainder of your life.

Step 4: Secure the assistance of one or more advisors. Advisors can help you create an estate plan to ensure your financial future and have a positive impact on your family and the world that you leave behind.

Step 5: Plan other important details. This is also a good time to name an executor, establish a living will and designate a power of attorney.

Step 6: Tell us if you have decided to include the VFW in your will. If you have decided to include the VFW as a beneficiary, please use the following language: 

Veterans of Foreign Wars of the United States (Tax ID 44-0474290), a nonprofit corporation with its principal office at 406 West 34th Street, Kansas City, MO 64111.

And please let us know. We would like the opportunity to say ‘thank you’ and welcome you into the Heroes Circle, a group of individuals who have made a lasting commitment to veterans with a gift through their will, trust or by beneficiary designation.

If you’re just getting started, free estate planning resources are available on our website or you can request our free brochure by contacting our Planned Giving Office at plannedgiving@vfw.org or (816) 968-1119.

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