LEGACY SOCIETY | August 2024

August is National Make a Will Month, a great reminder to update your will or create one if you haven’t already. A will is an important estate-planning document that can help you transfer your assets with ease. With a proper will, you can ensure your assets are passed on to loved ones and support your philanthropic goals.

This year, the Foundation continues its partnership with Thompson & Associates to offer complimentary services for our most loyal members, donors and supporters. These services will help you clarify your estate planning values and goals, explore the best options for you and your family, and provide personalized results to share with your estate planning professional.

Foundation trustee Sara Otto and her husband, Nigel, recently went through the process and have had this to say about their experience,

“We would like to thank Bill Gustoff for his exceptional expertise in estate planning. Over the course of several months and through multiple in-depth meetings, Bill demonstrated a profound ability to guide our thinking and strategy. His meticulous approach, combined with a deep understanding of the intricacies of estate planning, has provided us with clarity and confidence. Bill's ability to translate complex legal concepts into actionable plans has been invaluable as we think about the impact that we want to have on our family and the philanthropies we support.”

Click on this link to view a short five-minute video explaining this complimentary service. This service is provided at no cost to you, and is completely confidential. You will receive unbiased advice to help you better prepare to create or update your will.

If you would like to take advantage of this special opportunity and be put on the list to participate, please contact Laura Sullivan, Director of Leadership and Planned Giving at 505.216.0829 or laura@museumfoundation.org.