ESTATE PLANNING SPOTLIGHT: Oct. 20-25 is National Estate Planning Awareness Week
October 20- 25, 2025 is National Estate Planning Awareness Week
We all understand the importance of planning. It gives us the ability and opportunity to provide for our loved ones as well as the causes we care about, like Benedictine Military School. By taking the time to carefully plan what to do with our assets, we can pass along the values that have guided us throughout our lifetime.
*How do I start an Estate Plan
- Make a list of everything you own – such as real estate, bank and investment accounts, personal collections, jewelry, cars and boats, etc.
- Decide on who will receive things on that list – your family members, other loved ones and the causes most important to you.
- If you have minor children, choose a qualified guardian to look after them and name that person in your will.
- Depending on whether you have a will or trust, choose your executor or successor trustee. This person is responsible for seeing that the terms of your will or living trust are carried out as you intended.
- Execute powers of attorney that name the person(s) who will make healthcare and financial decisions for you if you become incapacitated.
- Most importantly, consult an attorney specialized in estate planning who will create (or advise you in creating) a will or living trust, as well as any necessary documents pertaining to your estate.
*This information is not intended as legal, accounting or other professional advice. For assistance in charitable planning, consult an attorney for legal advice or obtain the counsel and services of another qualified professional.
Copyright 2021 MarketSmart
For more information on how to include Benedictine Military School in your estate plan, contact:
TIM NELSON
Chief Advancement Officer
Benedictine Military School
912-644-7016 Direct
912-710-0762 Mobile
6502 Seawright Dr.
Savannah, GA 31406
912-710-0762 Mobile
6502 Seawright Dr.
Savannah, GA 31406
