10.01.2013 Views

honor roll of donors - The Marist Brothers

honor roll of donors - The Marist Brothers

honor roll of donors - The Marist Brothers

SHOW MORE
SHOW LESS

Create successful ePaper yourself

Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.

A Test on Wills...<br />

1. I have a will.<br />

2.<br />

At a recent Planned Giving Seminar sponsored by the Archdiocese <strong>of</strong> Chicago the presenter started<br />

with a pop-quiz. I flunked, but found it worthy <strong>of</strong> repeating here. I hope you pass with flying colors!<br />

— Br. Hugh<br />

My immediate survivors know where to find my estate planning documents.<br />

3. My executor and alternate executor are still capable and qualified to serve.<br />

4. My guardian and alternate guardian are still capable and qualified to serve.<br />

5. My executor is knowledgeable in these matters and knows how to find the<br />

necessary information to settle my estate.<br />

6. My attorney has <strong>of</strong>fered to review my estate plan to ensure its compliance<br />

with the Economic Recovery Act <strong>of</strong> 1981 and all subsequent tax reform<br />

enactments.<br />

7. My survivors’ financial needs have been reviewed and appropriate steps<br />

have been taken to meet them.<br />

8. <strong>The</strong> financial benefits for any minor children named in my estate will be<br />

provided for in a trust.<br />

9. My survivors have been briefed regarding key people they could consult<br />

with in decision making situations.<br />

10. After my family needs have been met I have considered sharing my estate<br />

with charitable causes I believe in.<br />

Each “True” answer counts for 10 points. A score <strong>of</strong> 50 or more is a “pass.”<br />

TRUE FALSE<br />

2012 MARIST ANNUAL NEWSLETTER | 5

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!