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Review Your Plans in 2019

A Checklist to Help You Get Started

It’s important to review your estate plans regularly to ensure they still accomplish what you want them to, and to make sure they reflect life’s changes. Events like births, marriages, even new tax laws, should all trigger a review of your estate plans.

This year, make reviewing (and updating) your plans one of your new year’s resolutions. Our checklist can help you get started.

  • Review Your Will. Check for any changes that may need to be made because of a change in your life or because you want to add a charitable gift to organizations you care about, such as Hindu Heritage Endowment, in your plans.
  • Confirm Your Executor. Make sure the person named is still the qualified individual you want to manage your estate, resolve claims and distribute the designated portions of your estate to your chosen beneficiaries.
  • Update Guardians. Make sure you are still comfortable with the guardian named in your will for those under your care. If your dependents were minor children that are grown now, does a guardian still need to be listed?
  • Review Your Beneficiaries. Make sure the beneficiaries you have designated for your insurance and retirement plans are up to date. Once you’ve named someone a beneficiary, let them know so they can claim the proceeds.
  • Check Your Power of Attorney. Make sure your durable powers of attorney for financial and health care are current. Provide a copy of your financial power of attorney to the named person. Your health care power of attorney will need a copy, along with your health care provider.

Need Help?

If you have questions about your estate plan, or are interested in including a gift to support Hindu Heritage Endowment in your plans, please contact Shanmuganathaswami at hhe@hindu.org or 808-822-3012 x 6. 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

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