Simple Estate Planning Tips - Things You Can Do Now!
Continue reading for more information. DUE TO THE COVID-19 VIRUS, THIS EMAIL WILL BE THE ONLY November 2020 NEWSLETTER YOU WILL RECEIVE FROM US.
Dear John ,
Doing your estate planning has become even more important in this time of the Coronavirus. Here are a few Estate Planning Tips that you can make happen by the end of 2020:
Naming Beneficiaries
1. IRA or Life Insurance - Name beneficiaries on your IRA or Life Insurance policy by simply contacting the company that manages your account, by phone or by accessing your account online. If you include Ananda Janaka, our Tax ID is - 94-3400189.
2. Investment Accounts - You can also name beneficiaries on an Investment account by contacting your investment company directly.
POD - Pay on Death
Bank Accounts - checking or savings. Designate who will receive your checking or savings account funds after your passing. Be sure to notify the person or organization that you have named them, and give them the contact information for your bank or credit union.
Making Your Will
Ananda Janaka Website-Will Kit - Find supportive information and resources that can help you in making your Will.
Sample LanguageTo include the Ananda Janaka Foundation in your will or other planning.
Make a donation to the Future of Ananda: Use the Donate button at the top of the page on the Ananda Janaka Foundation homepage.
For further information, contact Parvati Hansen at 530-478-7695 or parvati@anandajanakafoundation.org
We wish you happy and successful planning, and are always happy to hear from you.
In divine friendship, | 