National Estate Planning Awareness Week is here! It’s a reminder about drawing up the most important
document of your life: An estate plan that protects your interests and your loved ones.

It’s never too early to give yourself peace of mind by ensuring a thoughtful estate plan is in place. An estate plan can include a will or a trust, or both. It can detail beneficiary designations, like those you created for your bank account, retirement account, or life insurance. And it should include powers
of attorney for your finances and your healthcare decisions; in the event you become incapacitated. An estate plan is also a smart way to shape your legacy and support the causes you love, like Trinity Woods. You can make a gift directly from your will or explore other planned gift options that may be a better
fit for your situation. You can even make your gift in honor or in memory of a loved one.

With a simple plan to secure your legacy, you can make an incredible difference.

As a valued partner of our organization, there is a complimentary estate planning service available to you. To get started or update your estate plan, contact Bonnie Polak at 918-346-6639 to set up a time to
meet with our Legacy Office.