INDIVIDUALS

GETTING STARTED

The first step is to identify your goals and objectives. What do you want to accomplish? What are your desires? What values are you hoping to inspire? What message do you want to send to your children and other family members and to your community?

We have more than 100 articles on our Web site that can help you focus on these questions and other important issues as you begin planning for the ultimate distribution of your estate. To help you get started, our Reading Room contains articles such as the following that may be helpful:

Finding Fulfillment: Make a Personal Plan
It Pays to Plan Ahead
Gift Planning Basics: Matching Methods to Motives
Why You Give and How You Benefit