A revocable living trust can provide support through investment management, safeguarding assets, accounting for transactions and assets and financial assistance.
You have an opportunity to review the performance of the trustee, while retaining the power to change administrative responsibilities or close the trust. At death, these assets can become more accessible to your heirs by avoiding probate. Similar to your Will, you may designate Greater Lehigh Valley Visiting Nurse Association as a beneficiary.
Please consult your attorney or other financial adviser to review the deductibility of any gifts or other planned giving ideas.
For more information, please contact:
Donald J. Gemmiti
Development Director
Greater Lehigh Valley Visiting Nurse Association
1170 Berkshire Blvd.
Wyomissing, PA 19610
(610) 378-0481 ext. 3234
|
