See What Your Will Can Do
It's More Than Just a Piece of Paper
A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more.
Your will is your legacy. It dictates how you will be remembered and can be created to reflect your values. That’s why, no matter your age or wealth status, you should be sure to take time to craft this important document this year.
Use your will to:
- Name a guardian for minor children and dependent adults.
- Dictate how you want your assets to be distributed.
- Ensure your pets are taken care of.
- Reduce the administrative expenses of your estate.
- Make sure your support for the organizations you love, like SU, continues.
Already Have a Will?
Great! Make sure it is up to date. It’s a good idea to review your will regularly or when you experience a life event such as a marriage, birth or move. This makes sure your will accomplishes what you want and takes your current state’s law into consideration.
Consider Including Southwestern University in Your Will
Including a gift to Southwestern University in your will is simple. All it takes is a sentence. Please contact April Hampton Perez ’89 at email@example.com or 512-863-1485 to learn more about this type of gift or for assistance getting started.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.