Need Advice? Ask Millie
Safe Futures is delighted to welcome volunteer Millie Devine to answer your questions on charitable planned giving. Millie has over 50 years of experience in estate planning and planned giving, recently retiring as vice president and trust officer for Dime Bank’s Trust Department. She is most willing to share her wealth of knowledge with donors who wish to leave a legacy with Safe Futures.
Assuming you are charitably inclined, Millie wants you to consider the following:
- Do you know the laws governing estate planning and planned giving in the state in which you are a resident?
- Do you have a will or trust now? If so, when was the last time you reviewed your will and/or trust?
Be sure you use an attorney who specializes in estate planning. This is one job requiring a professional rather than doing it yourself or taking generic forms from the internet.