Your Will Won't Work Well When...
Tbe PIBNNSILV.ANIA
1\T NUMBERJ
AUGUSTU97
It's Out-of-Date
It's Legally Invalid
How old is your will? Have you reviewed it in the last three years? If not, chances are it could use some attention. A number of personal factors can affect your will: things like changes in income, employment, family size or marital status. External factors such as new federal or state laws can also require the revision of your will. Have any of the following things occurred in the last few years?
Your will can contain all the information you think you want, and not be worth the paper it's written on. This is more likely to be true if your will is old, or if you tried to cut corners by using generic forms from a stationery store. A will can be invalid if it is unsigned or witnessed improperly.
D Major change in finances D Moved to another state 0 New business venture
0 Executor won't serve D Trustee can't serve D Desire to change guardian
It Conflicts With Other Plans.
0 Children now less dependent 0 More grandchildren D Death in family D Serious illness in family D Marriage or divorce D Birth of child
,.__
D Change in giving interests D Job promotion D Purchase of life insurance D New out-of-state property
Your will should be coordinated with your other estate transfer documents. For example, insurance proceeds and brokerage accounts pass outside the will to the named beneficiaries. Pension funds are also distributed outside the will. A will that truly works well will take all of these other assets into consideration.
D Purchase new home
: r;~.--------D More property in joint names c. ----
1 1
ease
VFnpfete
There's just no substitute for having a competent attorney involved. In the short run, it may cost you a bit more, but it will certainly provide greater peace of mind and possibly save your survivors from a nightmare.
It Fails to Fulfill Your Desires
-----
Dear F . alld reru ----Pi Fiends at Maso . m this co~;~--------Your will should accomplish exactly what you want. f O ease send liJe i ni c Homes: I} ------., Do you want your children to receive their inheriPlease 'llforlllauon f tance all at once, or at various intervals? Do you f or contact me ab about making / want your charitable gifts to be used for unrestrictOther assistan out a Personal . a Will. ! ed purposes, or do you want to earmark the funds 1 Ih ce VIsit 1 f ave already . · f to meet specific needs? Do you want to give Masonic ! Homes in Provided for th f Homes at Elizabethtown a percentage of your f Plea liJy WiJJ. e Masonic f estate, or a set amount? , se send I f o liJe infor . ,' Perhaps you didn't know all the options when you 1 PPortuniu lnauon ab 1 I es. OUt Oth I signed your will. Later, you discovered other ways N. er gift . 1 1 f ame: giVing ,' to make your bequests. You may be dissatisfied with ,
! 0
t
/ 0 0
I I I
f
I I I
Address:
I I
Is it time to redo your will? If so, we urge you to make an appointment with your attorney as soon as possible. You should be satisfied and confident about your estate plan.
I
f
City:
I
I I 1 I
/
,'
,' 1
~
State·• Phone· - - - - - - - - - - Zip:
.
MAIL THis
your will. It may work as a legal document, but fail to work well as the expression of your true desires.
FoRM
DEVELop
-----------
To:
Ri~~NT
Fred D. OFFiCE Masonic H smger. D. One M OliJes , trector O/D EJ· asoni D eveto IZabeth c rive 'PFllellt -- -town P ---- - ~ ~ 17022
The Director of Development, Bro. Fred D. Rissinger and the Planned Giving Officer, Bro. John R. McFadden are available to visit with you about any of this. They can review bequest options with you and tell you about other giving possibilities. Please complete the coupon to let them know of your interest. Or you can call them at l -800-599-6454. Their services are complimentary.
served , Forge, Aug. 24 ~restored and preserved
V
Ndonal Memorial Arch in VaHey Forge National Memorial Park will be the historical focal point of the nation on Sunday aftemoon, August 24. Thousands are expected to be part of history when R.W. Grand Master Edward 0. Weisser and the Oflicen of the Grand Lodge Pennsylvania, representing all Freemasons, dedicate the structure that they have returned to grandeur, and then place a capstone to seal historical articles for posterity. Following those ceremonies, there will be a parade of several thousand, comprising Grand Lodge and Blue Lodge Officers, Masonic and pubUc dignitaries from across the nation and Canada, units and groups from among the "Family of Freemasonry." When the Grand Lodge Officers arrive at the reviewing stand during the parade, they will dedicate a Memorial Plaza surrounding (continued on page 19)