It's National Estate Planning Week

This last year has taught us so much - you cannot predict the future. Create your legacy by endowing your gift for the future needs of our community.

Include United Way of Martin County in your will or trust 

One of the most powerful ways to advance Martin County for the common good is to include the United Way of Martin County in your will.  To make this process easier than ever, we’ve partnered with FreeWill to give all of our supporters the opportunity to write their legally valid wills online for free. In less than 20 minutes, you will have a will that is valid in all 50 states. If you have a more complicated estate, FreeWill can be used to create a set of documented wishes to bring to a lawyer’s office and save time and money.  Secure your legacy with United Way of Martin County and write your will today. 

Make United Way of Martin County beneficiary of a life insurance policy 

Significantly increase your gift with lower out-of-pocket costs by modifying an existing policy, or we will work with you and your advisor to create a new policy.

Designate United Way of Martin County as a beneficiary of a retirement plan, IRA or 401(k) 

A simple and flexible option for those who have sufficient other assets to pass on to their heirs.  Naming United Way of Martin County as the beneficiary of some of these assets, especially IRAs, can ensure that your heirs avoid significant taxes.

Since everyone’s situation is unique, we suggest you talk with your financial advisor to determine which giving option is best for you.