It’s easy to leave a legacy of affordable homes in partnership with KulshanCLT, whatever your stage of life and financial circumstances. There are flexible ways to plan a gift, enabling you to shape now the vision shared for growing a community everyone can afford.

 

Start shaping that vision today, using this section as your guide to research, understand and choose a plan that’s right for you.

 

The most popular type of legacy is a charitable bequest through one’s will. Making a will, typically in consultation with your attorney, is one of the best ways to manage your assets and provide for the future well-being of those you care for. Without a will, your property and assets may be at risk upon your demise.

 

Whether you have a will or not, here are three types of assets you may already have in place. Often, your signature on the right document(s) is all it takes to include these assets in your estate plans:

 

• Retirement plan. This is one of the most cost-effective ways to plan a legacy gift that draws on an asset you may already have.
• Life insurance coverage. Use the policy itself or a percentage of the proceeds to leave a legacy gift to KulshanCLT.
• Designate beneficiaries Retirement plans, life insurance policies, bank and brokerage accounts, commercial annuity contracts, and US savings bonds may be designated, in whole or in part, to KulshanCLT as the beneficiary by you.

 

For more information Email us, or complete the personal illustration form. We would be honored to assist you through steps of the process.

The information on this website does not constitute legal, financial, tax or estate planning advice and should not be relied upon as a substitute for such advice. KulshanCLT encourages you to seek the counsel of your own professional advisors and values their involvement as your determine how you would like to proceed.