A gift, charitable or to an heir, made either via TOD or POD is one of the easiest “estate planning” tasks that you can do.  Simply ask your bank for a Payable of Death form or your broker for a Transfer on Death form.  These can be changed at any time, so you retain flexibility.

 We would be honored to know of your intentions so we can thank you for your thoughtfulness and generosity, but understand if you would like your future gift to remain private.  If you have any questions, please contact the Foundation office at wanda_phillips@lifenethealth.org.