Help Everyone in Roanoke Valley Thrive
Your donation helps more people thrive. Thank you for making our community stronger!
Review your current will and trusts. Your will and trusts may need to be up[dated because your family situation or goals changed. Frequent tax law changes could also impact your opportunities.
- Take inventory of the contents of any safe-deposit box. Make a written record of what's inside and provide a copy to a trusted family member. Take special note of any items that you are holding for someone else.
- Review and update beneficiaries of your life insurance policies and retirement plan assets. Have life changes impacted these beneficiary decisions? Take time to review contingent (backup) designations and provisions.
- Make sure your durable power of attorney for health care and living will are current. Ensure that these medical documents are updated and on file with family members and health care providers. Spend time discussing these important decisions with your family.
- Finish charitable contributions by Dec. 31. As you think about your goals for the year, remember that making year-end gifts to United Way can be a heartwarming experience that also offers you tax benefits. We would be happy to talk to you about your goals.
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