The future is uncertain. However, you can still create a planned gift today while simultaneously retaining control over these assets for the balance of your life. Such gifts are called revocable gifts.
Unless you are confident that you will not outlive your assets, a revocable planned gift is almost always the best option. These gifts are generally one of the following:
Bequest in a Will or Living Trust
Beneficiary Designation in IRA or Retirement Plan
Beneficiary Designation in Life Insurance Policy
By naming History Colorado in your will, living trust or as a beneficiary, you can protect yourself against an uncertain future. Should you ever need these assets, they are available. If not, your gift will come to History Colorado exactly as you desire.
For more information, please contact Rebecca Olchawa Barker at 303-866-4845 or email. Again, there are never any expectations or obligations to complete any gift.