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Giving OpportunitiesThank you for taking the time to learn more about including West Branch Regional Medical Center’s Tolfree Foundation in your long-term financial plans. By making a commitment to the hospital’s future, you will be giving the gift of life. Care made possible by your generosity will provide hope for countless residents residing in, or visiting, our area. The return on your investment in the hospital’s future will be a healthy choice for you, your family and all community members. Thank you again for your time and for your thoughtful consideration. We’ve created this easy-to-understand website to tell you about creative giving strategies that enhance you and your family’s well being. If you are already considering certain giving options, simply click on Compare Gift Plans and choose the gifts you want to learn more about. The material presented in this website is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall gift planning. Visit the West Branch Regional Medical Center at wbmrc.org. ESTATE & FAMILY INFORMATION
The assets you list are the most common, however there may be others, and there may be multiple assets in any one category (e.g. stocks, bonds, etc.). You might consider listing everything on a separate sheet of paper to give you more space. It is also suggested you include where such assets may be located as well as names of financial and legal advisors. |
If you die “in testate” or without a Will, someone must inventory your assets and possessions. The
following document should be completed by you and periodically reviewed for changes. This will greatly
assist your loved ones in a difficult time following your death.© 2010 Tolfree Foundation site designed by eDot Design