THE Y FOR
HEALTHY LIVING
We focus our work in three key areas, because nurturing the potential of kids, helping people live healthier, and supporting our neighbors are fundamental to strengthening communities.
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Do You Still Need a Will?
A living trust generally is not a stand-alone estate planning document, and it is not a substitute for a will. A living trust should always be created in tandem with a "pourover" will. This document directs that, upon your death, any property that passes under your will is to be transferred into the trust and distributed according to its terms. This safety net catches any assets that were able to go inside the trust yet were not previously transferred into it. Using a will and a revocable living trust together creates a winning combination.You can include a gift to YMCA of San Diego County in your will or living trust to continue your support of our mission after your lifetime.
| Learn more about meeting with an attorney to draft your will or living trust. |
To learn about including YMCA of San Diego County in your will, living trust or other estate plans, contact Steve Totten at 858-292-9622x105 or stotten@ymca.org.
Getting Started | Pros and Cons of Living Trusts | Living Trusts Q&A | Assessing Your Needs | Case Study | Choosing Your Trustee | Do You Still Need a Will? | Action Items
Copyright © The Stelter Company, All rights reserved. The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
Copyright © 2012 YMCA of San Diego County. All rights reserved.
The YMCA of San Diego County is dedicated to improving the quality of human life and to helping all people realize their fullest potential as children of God through development of the spirit, mind and body.
YMCA of San Diego County | 3708 Ruffin Rd, San Diego, CA 92123 | 858.292.9622
