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Planning your legacy is a chance to ensure that everything that is most important and meaningful to you will be remembered.
You have the opportunity to ensure that your work and Jewish values will continue beyond your lifetime to protect and strengthen your favorite program, agency or community service.
Just as you’ve provided for your children, families and those who mean the most to you in your estate plans, creating a Jewish Legacy encourages you to consider leaving a gift to the Jewish community in your will and estate plans so that they will exist for generations to come.
Legacy planning is a process whereby you determine what you want your legacy to be, then evaluate how to best use your time and assets to make a lasting impression on those you love and the Jewish causes you believe in.
Anyone can make a legacy gift, and arranging your gift is a simple process. It’s just a matter of taking the first step.
By planning your legacy, you decide how your assets are directed in a way that is most meaningful to you – and most financially beneficial for you and your family. In fact, choosing to include a legacy gift in your estate plan can positively affect your current tax situation or that of your heirs.