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Our handy checklist will help you make sure your long-term planning is on track. Click here for a printable version.

  • Consider the impact you would like to make through your philanthropy.
  • Review your estate planning documents at least every 5 years, plus any time there is a birth, marriage, death, new tax law, or change in residence.
  • Confirm that the executor named in your will is still the person or entity you want managing your estate.
  • Ensure your beneficiaries are the ones you would like to help carry on your legacy.
  • Make sure your power of attorney and health care proxy are current.
  • Verify that your healthcare directive and living will reflect your wishes and that the person you name as your health care proxy will carry out those wishes.
  • Ensure that the guardian named in your will is someone you are comfortable with caring for your dependents and make sure you have spoken to them ahead of time.

Need Help?

Call Us: General Office: 646-497-2600 | Toll Free: 1-866-346-3228

For Legacy Giving: Contact Amanda Johnson at (646) 497-2680 or legacy@bcrf.org

For all planned gifts, consult your legal and/or financial advisor as you consider your options.

 

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