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It's National Make-A- Will Month
Dear Reader,
Did you know that August is recognized as National Make-A-Will Month ? It serves as a timely reminder of the significance of creating and updating your will. It's also a time to consider the causes and nonprofits you wish to support long after you're gone.
It doesn't have to be difficult. Here are some tips to get started:
*
Create
a
list
of
all
your
assets
,
including
investments,
properties,
bank
accounts,
and
other
valuable
items.
*
Review
the
beneficiary
designations
on
your
life
insurance
policies,
and
investment
accounts.
Remember,
the
beneficiary
designation
takes
precedence
over
a
will
or
trust.
*
If
you
haven't
created
a
will
,
now
is
the
time
to
act.
Chat
with
a
lawyer
or
explore
free
online
tools
that
can
help
you.
*
Consider
including
charitable
organizations,
like
OpenSecrets
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.
You
have
the
flexibility
to
designate
a
percentage
of
your
assets
to
charitable
beneficiaries.
For
example,
you
could
leave
70%
of
your
IRA
to
your
children
and
the
remaining
30%
to
a
reputable
charity
such
as
ours.
If you're taking the steps this month to create or revise your will, consider OpenSecrets in your planning. With your help, we can continue our mission to track the flow of money in American politics and strengthen democracy for generations to come.
Sincerely,
[[link removed]]
Victoria Sorg
Development Director
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About OpenSecrets
Nonpartisan, independent and nonprofit, OpenSecrets is the nation’s premier research group tracking and reporting on money in U.S. politics and its impact on elections and public policy. Created in 2021 by the merger of the Center for Responsive Politics and the National Institute on Money in Politics, OpenSecrets’ mission is to track the flow of money in American politics and provide the data and analysis to strengthen democracy. Our vision is for Americans to use this knowledge to create a more vibrant, representative and accountable democracy.
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