Planned Giving

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Relief Supersedes Superstition

Relief Supersedes Superstition
For some there is a belief that planning for the end-of-life by making out a will or estate plans will hasten death's arrival. This type of thinking was a wee bit true for Teri and Tim Helton, but they went ahead and did it anyway. If they haven't already, their children and grandchildren will thank them one day, as will their church and a number of charities that are also a part of their legacy.

The Helton's two children and three grandchildren were their first priority. Teri is very clear on this subject, "My grand kids need an education." The Helton's are also a religious family and involved in charity work both as volunteers and donors. They choose to recognize these passions with gifts from their estate to their church and four other charities, including Livingston.

Teri has a special relationship with Livingston. She is an employee of long standing and uncommon vision. She was hired as a hospice nurse in 2009 where she thrived and really got to immerse herself in the agency's mission of compassion and kindness. Her personal belief that everyone deserves quality healthcare regardless of their ability to pay aligns well with Livingston's mission. Teri is convinced that as she says, "Healthcare is a human right."

The Helton's are no longer afraid of estate planning. In fact, they have even become advocates of it. They are secure in knowing where there assets will go after they pass and that they won't get hung up in probate, but instead go to family, church, and charity. Teri says that both she and Tim feel relieved that they have taken care of this important part of living—preparing for dying.

If you want additional information on creating your own gift for later, please call Marc Wilde, CFRE, (805)642-0239 x603.
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