Does your will work?

A will that is out of step with your other estate planning documents may not work. Let's say your will dictates that your entire estate is to pass to your spouse--yet your life insurance policy indicates a different beneficiary. Will your will supercede your policy and redirect the insurance proceeds to your spouse? Probably not.

An out-of-date will that fails to take full advantage of current estate tax laws may not work either. It could cost thousands in added taxes. Nor can you feel confident in a will that has not been updated to reflect major changes in your family life or financial affairs.

Does your will accomplish everything you want? Is it up-to-date? Do you even have a will?

We at AACE want you to have the peace of mind that comes from knowing you have a valid estate plan. We want you to have a will that works for you, and frankly, one that works for us.

When you name AACE in your will (or living trust) to receive a specific amount or a percentage of your estate, you make one final crowning gift to an charity you have supported during your life.

If you want to talk about your will and other plans for how AACE can be part of your financial future please contact us.