Leaving a Legacy

Your Legacy Reflects the Meaning of Your Life: How you can remember Helping People Succeed

There are many ways to remember Helping People Succeed in your estate plan, and you may discover how inexpensive most of these are to accomplish.

The following are some options to consider:

Life Insurance Policy:

Name Helping People Succeed as a beneficiary, or name Helping People Succeed as the owner of the policy.

IRA, 401 (k) or Pension Plan:

Name Helping People Succeed as a beneficiary.

Annuities:

Name Helping People Succeed as a beneficiary, or name Helping People Succeed as owner of the annuity contract.

Real Estate:

You can transfer the deed of your home to Helping People Succeed and retain the right to live in the residence of your home.

Living Trust:

A simple amendment to your living trust to name Helping People Succeed as a beneficiary.

Charitable Remainder Trust:

Income to you during your lifetime, assets to Helping People Succeed at the termination of the trust.

Charitable Lead Trust:

Income to Helping People Succeed for a period of years, remaining assets to your heirs at the end of the term.

For more information about making a gift to Helping People Succeed, please contact Glenna Parris. She can be reached directly at 772.320.0778. Or email Glenna at This email address is being protected from spambots. You need JavaScript enabled to view it..

You may also speak with your attorney or financial planner.