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Family Philanthropy Series – You Need a Will: Demystifying the Steps to Take

It’s easy to put off creating a will, but consultant Nathan Laible, JD has seen the deep sense of assurance that many people experience after documenting their wishes. He’s also familiar with the misconceptions around wills that can cause folks to hesitate. (Are wills only for wealthy people? Is the process unpleasant? How much will it cost me?) Having a will is fundamental, Laible said, “and I can’t emphasize enough that everyone can do one.” In a May conversation moderated by Greater Twin Cities United Way’s Mala Thao, Laible demystifies the process of creating a will.

Watch the video here.

Session highlights

Throughout, Laible addresses common concerns and live questions from attendees including: When is it time to create or revise my will? Do I need a lawyer? Is it expensive? What happens to my will if I move to another state? Which online tools should I trust, and what are their limitations?

Laible recommends these free resources and others:

  • Estate planning guide
  • FreeWill, a tool to create your own will available through a partnership with United Way

Session slides are available here.

More learning

It’s our goal to provide valuable learning opportunities to our donors and our community. This is the third hour-long learning session in our Family Philanthropy Series to be available online. See the full playlist here.

Together, as changemakers, we’re creating a community where all people thrive regardless of income, race or place. When you include a donation as part of your overall estate and financial planning, you ensure we make meaningful strides toward achieving our vision.

Visit gtcuwlegacy.org or contact Linne Lemke to learn more about how to impact the community through your charitable support and achieve your philanthropic goals.

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