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5 Steps to a Better Estate Plan

By planning your estate now, you create a legacy that reflects what makes you you. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people and causes close to your heart continues for years to come.

Discover five simple ways you can ensure that your estate plan reflects you.

  1. Make the most of what you have. Meet with qualified professionals to form a financial and giving plan that satisfies your needs and meets your goals.
  2. Protect family and loved ones. Keep loved ones safe by making sure your estate plan is up-to-date. It should be reviewed regularly for changes in personal relationships, tax laws, births, deaths and state of residence.
  3. Be tax-smart. Don’t let taxes place a burden on your family, with careful planning now, you can get the most out of your estate plan.
  4. Make sure your wishes are fulfilled. Use the services of a qualified estate planning attorney to draw up your will and other legal documents, ensuring that your wishes are clearly stated so there are no misunderstandings.
  5. Continue helping others after your lifetime. Gifts to charitable organizations, such as Skyland Trail, in your future plans ensure your support for our work continues even after your lifetime.

Make Skyland Trail a Part of Your Plan

Want to learn more about including a gift to Skyland Trail in your future plans? Contact Elizabeth Alexander at EAlexander@skylandtrail.org or 404-709-3172 to learn more.

eBrochure Request Form

Please provide the following information to view the brochure.

Cypress Society

If you have not already done so, we invite you to consider joining The Cypress Society. For more information, please contact:

Elizabeth Alexander
Grateful Families Program & Planned Giving Director
ealexander@skylandtrail.org
404-709-3172


Betsy & Mark West
“My family and I value this opportunity to build on the legacy of all those who have contributed to the growth of Skyland Trail. It’s paramount to me to ensure that Skyland Trail will always be able to aid individuals and families in their pursuit of recovery.”
— Mark West, Cypress Society Donor

 
Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.