Do you have an ESTATE PLAN? Unfortunately, the majority of Americans do not. But an estate plan can be a powerful way to protect your loved ones and support the causes that have been close to your heart. With simple planning, you ensure your values and lifetime of work creates a legacy that can last for generations. There are many benefits of even a simple estate plan, but some of the most important are: INCOME — Planning can include trusts and gift annuities that provide income to you, your spouse or your family, all while lowering your taxes. LEGACY — You have invested in charitable causes, like Lycoming. With an estate plan, you can endow your giving, continuing your contributions forever. VALUES — Without a plan, our lives are reduced to distributing things. With a plan, it is more about values than valuables. Our assets, works, and mementos create a legacy reflecting our life’s passions and work. Best of all, estate planning can be easy. We have tools, tips, and ideas that make planning simple, and even fun. To learn more, visit www.lycominglegacy.org or contact Robb Dietrich, assistant vice president for major and planned gifts, at dietrich@lycoming.edu or 570-321-4401. 35 www.lycoming.edu
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