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End the Year on a High Note: Check In on Your Estate

The following tips will give you a head start on end-of-year organizing (at least where your estate plan is concerned). Review your current will and trusts. Your will and trusts may need to be updated because your family situation or goals changed.... Read More

A Pie Analogy for Giving

Picture your estate as a pie. When you decide whom you want to share it with, you can cut big slices, little slices or somewhere in between. We talk to many supporters of AltaMed Foundation who worry that leaving a gift in their will to AltaMed may... Read More

3 Common Planned Giving Myths, Busted

If you hear “planned giving” or “legacy giving” and think it is for people older or wealthier than you—or that it is just too confusing—check out these common myths and the truths behind them. First, What Is Planned... Read More

Bequest Language

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be... Read More