Planned Giving

Everyone has an estate – assets and properties available to creditors and heirs at their death. But have you protected your estate? Have you designated and prioritized how and to whom it should be dispersed if you are incapacitated? Have you designated the care of your children? Have you considered using gifts to non-profits, such as the Lycée Français de San Francisco, to reduce inheritance and estate taxes? An estate plan is a valuable protective plan for your family, a necessity for everyone regardless of age or wealth. Failure to have an estate plan when your family needs it means an impartial judge will make decisions for you regarding the disposition of your estate, which will also incur maximum taxes and court costs. The links below provide information for your consideration and numerous options to consider for protecting your estate. Have that important conversation with your loved ones, and put in place an estate plan that works best for your family. If you have any questions, please call the Advancement Office 415-662-5232 ext 2702.

 

LFSF Estate Planning & Planned Giving brochure

 

LFSF Gift Plan Options

 

 

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