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If you are thinking about creating or updating your estate plan, be sure to download our complimentary guide, Estate Planning Starters.
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Not everyone wants to commit to making a gift in their wills or living trusts. Some prefer the increased flexibility that a beneficiary designation provides by using:
It is very simple to name the Lucile Packard Foundation for Children’s Health as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
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Get StartedIt was 6 a.m. when Hai Chang and Phung Ly received the call that they will never forget. "They said, 'You need to come to the hospital as soon as possible but drive safely'," recalls Hai.
Robert and Carol treasure the financial help they've been able to give their children and the Lucile Packard Foundation for Children’s Health over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left the Lucile Packard Foundation for Children’s Health a $75,000 IRA to be transferred following their lifetime. Because the Lucile Packard Foundation for Children’s Health is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24% marginal income tax bracket.
If you are thinking about creating or updating your estate plan, be sure to download our complimentary guide, Estate Planning Starters.
Download Our BrochureDownload our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.
If you are thinking about creating or updating your estate plan, be sure to download our complimentary guide, Estate Planning Starters.
Download Our BrochureYou can make a meaningful impact without leaving home.
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