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Cross Estate Planning Off Your To-Do List

A new year will offer a fresh start on your personal goals and resolutions. It’s also the perfect time to take stock of where you’re at in your estate planning.

When surveying your plan, make sure you review the following:

  • Wills and trusts. Review your will or trust for any life change such as a birth, death, marriage or a move to a different state.
  • Beneficiary designations. Remove any beneficiary on your life insurance or retirement plans who is deceased or is a former spouse, and consider adding a charitable organization like Hindu Heritage Endowment.
  • Durable power of attorney. Make sure your durable powers of attorney for financial matters and health care are current. A copy of the financial power of attorney should be given to your family members, while a copy of your health care power of attorney should be provided to both family members and health care providers.
  • Safe-deposit box. Catalog the contents of your safe-deposit box. Give a written copy to a trusted family member and note any items you are holding for someone else.
  • Bank or brokerage accounts. Name designated heirs or HHE as recipients of bank or brokerage account proceeds at your death.*
  • Charitable contributions. If you’ve included a gift to HHE in your estate plan, review the details of your gift and let us—and your loved ones—know of your intentions. This will guarantee that your wishes are carried out after your lifetime.

*State laws govern payable-on-death accounts and transfer-on-death accounts. Please consult with your bank representative or investment advisor if you are considering these gifts.

Need Help?

If you have questions about your estate plan or how you can support Hindu Heritage Endowment with a tax-wise gift this year or through your estate, please contact Shanmuganathaswami at 808-822-3012 x 6 or hhe@hindu.org. We are happy to help.

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Saivite Hindu Scriptural Fund for the Visually Impaired

Supports the creation of scriptural audio books for the visually impaired.

Agama Trust

The Saiva Agamas Trust

Supports the annual Nallur and Kathirkamam festival at the Murugan Temple of North America.

Rani Jothiswarar

The Rani Jothiswarar Memorial Fund

Sponsors the retreat center of the monastics of Kauai Aadheenam on Kauai, Hawaii.

Calendar

Panchangam Endowment Fund

Provides free panchangams at the Mini Mela Gift Shop.

Planned Giving Guidance

Reflecting on the All-Important Will

Newsletter

April 2018
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Use Giving Assistant to save money and support Hindu Heritage Endowment

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.