Factors in Planning
When planning for the future it’s important to take the time to consider your overall financial and estate plans. Making out a will or other estate plan, can bring you and your loved ones peace of mind.
If you are developing or reviewing your estate plan, consider making a list of the four "P's" as a simple guide before visiting your attorney and/or other professional advisor.
People
Who are all the people in your life who depend on you or whom you might want to remember in your estate? Your spouse, children, grandchildren, other relatives, friends and loved ones come to mind.
Back to top
Property
What are the various properties you own that together make up your estate? List real estate, insurance, annuities, mortgages held, automobiles, furniture, etc. Make a note of the cost of each, the estimated current value and any income or debt involved.
Back to top
Plans
How would you like to match your properties to the people you have listed? Be sure to include any plans you have to remember your charitable interests, such as Sutter Health or your Sutter Health affiliate.
Back to top
Planners
Who are the people you will need to talk with to complete your plan? Remember to list your attorney, insurance agent, broker, trust officer, certified financial planner and perhaps others.
Back to top
Putting it All Together
Once you have been through this process, you are ready to put it all together. We at Sutter Health would be honored to be a part of your future plans. If you would like more information about us, or if we can help in any way, please feel free to contact Matt Laufman, Sutter Health Director of Planned Giving, at (916) 286-8124 or email e-mail laufmam@sutterhealth.org. Thank you for your consideration of Sutter Health.
Text written by Robert F. Sharpe, Sr. and reprinted with permission from The College of William and Mary National Planned Giving Institute.
Back to top