This fall, The Trust spoke with experts about contemporary issues in philanthropy.
These interactive briefings give our donors an opportunity to think about their philanthropic legacy and how to align it with their personal vision and values. To learn more about joining our community of compassionate donors, contact our vice president for donor services, Gay Young, at [email protected].
While no one likes to think about their own passing, it is important to prepare by writing a will and leaving instructions regarding your health care and finances. To clarify many of the most-important issues regarding end-of-life decision-making, The Trust’s general counsel, Jane Wilton, spoke with elder-care attorney Judith Grimaldi, author of “5@55: The Five Essential Legal Documents You need by Age 55.” What follows are excerpts from that conversation:
What if you didn’t make a plan?
Grimaldi discusses the repercussions of dying without leaving instructions in place.
The Gift of Old Age
Grimaldi highlights the important of planning, especially for women.
Families with Minor Children
Grimaldi points out special considerations for parents with small children.
A Road Map
Grimaldi notes that planning can reduce family stress and disputes.