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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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Cow Fund

Cows of Kadavul and Iraivan Temples (Kovil Maadu) Endowment

Supports the cows of these Hawaii, USA temples

Bharatiya Temple Fund

Bharatiya Ekta Mandir of Arizona Endowment

Supports the maintenance and repairs of this Arizona, USA temple

Bharathi Fund

Bharathi Yoga Dhama Fund

Funds general maintenance of this ashram in Mysore, India

Ladies Home

Anantha Ladies Home Endowment

Provides care for displaced women at this Sri Lankan home

Planned Giving Guidance

Estate Planning Encouraged in the USA, Mauritius & Malaysia

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.

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