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17 Reasons to Update Your Will

You have a will, so you can rest easy, right? Not necessarily. If your will is outdated, it can actually cause more harm than good. Even though it can provide for some contingencies, an old will can’t cover every change that may have occurred since it was first drafted. Here are 17 reasons it may be time for an update.

Account for What Is Different
Professionals advise that you review your will every few years and more often if situations such as the following have occurred since you last updated your will.

1.Family changes. Events such as marriage, divorce, death, birth or adoption may affect how your estate will be distributed, who should act as guardian for your dependents and who should be named as executor or personal representative of your estate.

2.Relocating to a new state. Laws among the states vary. Moving to a new state or purchasing property in another state can affect estate plans and how property in that new state will be taxed or distributed.

3.Changes in your estate’s value. When you made your will, your assets may have been relatively modest. Now the value may be larger and your will no longer reflects how you would like to divide your estate.

4.Tax law changes. Federal and state tax laws are constantly changing, so you will want to be aware of any updates that affect you. An outdated estate plan may fail to take advantage of strategies that will minimize taxes.

5.Support a favorite cause. If you have developed a connection to an organization, such as Shriners Hospitals for Children®, you may want to benefit a particular charity with a gift in your estate. Contact us for sample language you can share with your attorney to include a gift to Shriners Hospitals in your will.

17 Reasons to Update Your Will

Unleash Your Will Power

If you need to make or revise a will here are some things you can do with it.

6.Make gifts. You can give jewelry, art or other prized possessions to those who will appreciate them.

7.Create a trust for your loved ones. This is a good way to protect family and safeguard money. A professional trustee can manage your money wisely and make sure your beneficiaries receive enough income to maintain their standard of living.

8.Name your executor or personal representative. Before you choose an executor or personal representative, weigh the qualifications of your choice against the many critical duties required.

9.Name a guardian for a child or a dependent under your care. Choose someone who’s willing and qualified to take the job and who shares your values and way of life.

10.Take care of your pets. You can identify potential caregivers for your pet or set up a trust for their care.

11.Pass on a closely held business. You can provide for the management and disposition of your interest in a closely held business to preserve its value and your family’s participation.

12.Create a charitable remainder trust to pay an income to your spouse or other loved one(s) for life, and designate the remaining principal for Shriners Hospitals.

13.Create a charitable lead trust to pay income to Shriners Hospitals for a number of years, or for another person’s lifetime, with the trust assets eventually being distributed to your family.

17 Reasons to Update Your Will

Use Your Will to Give Back

Do you want to help support Shriners Hospitals after your lifetime? If so, there are many ways you can do this in your will. Here are some suggestions.

14.Give Shriners Hospitals a share of what’s left in your estate after other obligations are met.

15.Give Shriners Hospitals a specific amount of cash or securities.

16.Leave certain personal or real property to Shriners Hospitals and allow Shriners Hospitals to decide whether to keep it or sell it.

17.Make a contingent bequest. That is, you give part of your estate to some individual if that person survives you; if not, then it goes to Shriners Hospitals.

To include Shriners Hospitals in your estate plans, please use the following language:
To Shriners Hospitals for Children, a corporation, for the use and benefit of _________ (all its locations or its named location), or its successors in interest.

Shriners Hospitals for Children
2900 N. Rocky Point Dr.
Tampa, FL 33607
813.281.0300
Tax ID: 36-2193608

17 Reasons to Update Your Will

Next Steps

To make sure your will accomplishes all you intend, seek the help of an attorney who specializes in estate planning. If Shriners Hospitals fits into your plans, we can help you choose the method of giving that best satisfies your wishes and our needs.

Don Gorbandt
Corporate Director of Planned & Major Giving
Phone: 813.367.2241
Fax: 813.281.7156
Email: dgorbandt@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/your-planning-library
Clare Meade
Senior Regional Planned & Major Giving Director
Phone: 813.217.3118
Fax: 813.281.7156
Email: cmeade@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/cmeade
Kathleen Luzier-Bogolea
Senior Regional Planned & Major Giving Director
Phone: 813.518.7746
Fax: 813.281.7156
Email: kluzier-bogolea@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/kluzier-bogolea
MJ Miller
Senior Regional Planned & Major Giving Director
Phone: 801.214.5351
Fax: 813.281.7156
Email: mjmiller@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/mjmiller
Terri Andrews
Senior Regional Planned & Major Giving Director
Phone: 314.920.0716
Fax: 813.281.7156
Email: tandrews@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/tandrews
David Cantrell
Senior Regional Planned & Major Giving Director
Phone: 813.285.6277
Fax: 813.281.7156
Email: dcantrell@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/dcantrell
Alison Petty
Director of Planned and Major Giving Operations
Phone: 813.367.2241
Fax: 813.281.7156
Email: apetty@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/apetty
Natalie Deniz
Planned & Major Giving Specialist
Phone: 813.518.7707
Fax: 813.281.7156
Email: ndeniz@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/ndeniz
Soledad Toca
Planned & Major Giving Specialist
Phone: 813.518.7615
Fax: 813.281.7156
Email: stoca@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/stoca
Bob Hawkes
Planned & Major Giving Officer
Phone: 813.367.2794
Fax: 813.281.7156
Email: bob.hawkes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/bobhawkes
Jennifer Hughes
Director of Principal Gifts and Campaigns
Phone: 713.202.6495
Fax: 813.281.7156
Email: jhughes@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/jhughes
Catherine McDonough
Manager of Corporate and Foundation Relations
Phone: 813.205.2719
Fax: 813.281.7156
Email: cmcdonough@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/cmcdonough
Jacqui Kasper
Associate Director, Principal Gifts and Campaigns
Phone: 813.344.6167
Fax: 813.281.7156
Email: jkasper@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/jkasper
Jeremy Tomlinson
Associate Director, Corporate & Community Engagement
Phone: 813.518.7635
Fax: 813.281.7156
Email: jetomlinson@shrinenet.org
2900 N. Rocky Point Dr.
Tampa, FL 33607

https://shcgiftplanning.org/jetomlinson
Stacey Perlmutter
Director of Development
Phone: 413.787.2000
Email: sperlmutter@shrinenet.org
516 Carew St.
Springfield, MA 01104

https://shcgiftplanning.org/sperlmutter
Shiva Damghany
Director of Development
Phone: 617.371.4746
Email: sdamghany@shrinenet.org
51 Blossom St.
Boston, MA 02114

https://shcgiftplanning.org/sdamghany
Carolyn Wahto
Development Officer
Phone: 617.371.4807
Email: cwahto@shrinenet.org
51 Blossom St.
Boston, MA 02114

https://shcgiftplanning.org/cwahto
David Schumacher
Director of Development
Phone: 814.875.8781
Email: daschumacher@shrinenet.org
1645 W. 8th St.
Erie, PA 16505

https://shcgiftplanning.org/daschumacher
Terry Diamond
Director of Development
Phone: 215.430.4055
Email: tdiamond@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140

https://shcgiftplanning.org/tdiamond
Bonnie Meister
Development Officer
Phone: 215.430.4046
Email: bmeister@shrinenet.org
3551 N. Broad St.
Philadelphia, PA 19140

https://shcgiftplanning.org/bmeister
Paul Finelli
Director of Development
Phone: 864.255.7850
Email: pfinelli@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605

https://shcgiftplanning.org/pfinelli
Jennifer Pearson
Development Officer
Phone: 864.255.8770
Email: jfpearson@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605

https://shcgiftplanning.org/jfpearson
Christie Waters
Donor Development Associate
Phone: 864.255.8765
Email: cwaters@shrinenet.org
950 W. Farris Rd.
Greenville, SC 29605

https://shcgiftplanning.org/cwaters
Dale Wallenius
Director of Development
Phone: 859.268.5770
Email: dwallenius@shrinenet.org
110 Conn Terrace
Lexington, KY 40508

https://shcgiftplanning.org/dwallenius
McRae Stephenson
Development Officer
Phone: 859.368.5766
Email: ann.stephenson@shrinenet.org
110 Conn Terrace
Lexington, KY 40507

https://shcgiftplanning.org/annstephenson
Alicia Argiz-Lyons
Director of Development
Phone: 813.975.7118
Email: aargiz-lyons@shrinenet.org
12502 USF Pine Dr.
Tampa, FL 33612

https://shcgiftplanning.org/aargiz-lyons
Thomas Sloan
Director of Development
Phone: 713.793.3709
Email: tsloan@shrinenet.org
6977 Main St.
Houston, TX 77030

https://shcgiftplanning.org/tsloan
Debra Richmond
Development Officer
Phone: 713.793.3947
Email: derichmond@shrinenet.org
6977 Main St.
Houston, TX 77030

https://shcgiftplanning.org/derichmond
Lisa Court
Director of Development
Phone: 409.770.6957
Email: lcourt@shrinenet.org
815 Market St.
Galveston, TX 77550

https://shcgiftplanning.org/lcourt
Lisa Mignerey
Development Officer
Phone: 409.770.6853
Email: lmignerey@shrinenet.org
815 Market St.
Galveston, TX 77550

https://shcgiftplanning.org/lmignerey
Jennifer Martin
Director of Development
Phone: 318.226.4304
Email: jmmartin@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103

https://shcgiftplanning.org/jmmartin
Jennifer Laurent
Development Officer
Phone: 318.222.5704
Email: jlaurent@shrinenet.org
3100 Samford Ave.
Shreveport, LA 71103

https://shcgiftplanning.org/jlaurent
Aaron J. Hanson
Director of Development
Phone: 626.389.9566
Email: aahanson@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101

https://shcgiftplanning.org/aahanson
Joanne David
Development Officer
Phone: 626.389.9587
Email: jodavid@shrinenet.org
909 S. Fair Oaks Ave.
Pasadena, CA 91101

https://shcgiftplanning.org/jodavid
Nathan Clark
Director of Development
Phone: 801.536.3567
Email: naclark@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103

https://shcgiftplanning.org/naclark
Kristin Liszkowski
Associate Director of Development
Phone: 801.536.3812
Email: kliszkowski@shrinenet.org
1275 E. Fairfax Rd.
Salt Lake City, UT 84103

https://shcgiftplanning.org/kliszkowski
Alan Anderson
Director of Development
Phone: 916.453.2008
Email: asanderson@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/asanderson
Melissa Wood
Associate Director of Development
Phone: 916.453.2110
Email: mwood@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/mwood
Bettina Kohlbrenner
Development Officer
Phone: 916.453.2321
Email: bettina.kohlbrenner@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/bettinakohlbrenner
Janessa Pulido
Development Officer–Silicon Valley
Phone: 916.453.2321
Email: jpulido@shrinenet.org
2425 Stockton Blvd.
Sacramento, CA 95817

https://shcgiftplanning.org/jpulido
Kathy Park
Director of Development
Phone: 971.544.3334
Email: kkpark@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239

https://shcgiftplanning.org/kkpark
Devereaux Dion
Associate Director of Development
Phone: 971.282.4605
Email: ddion@shrinenet.org
3101 SW Sam Jackson Park Rd.
Portland, OR 97239

https://shcgiftplanning.org/ddion
Angelique Heinzen
Director of Development
Phone: 509.744.1242
Email: aheinzen@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210

https://shcgiftplanning.org/aheinzen
Lisa Smith
Associate Director of Development
Phone: 509.252.3381
Email: lissmith@shrinenet.org
911 W. 5th Ave.
Spokane, WA 99210

https://shcgiftplanning.org/lissmith
Lori Suan
Director of Development
Phone: 808.951.3609
Email: lsuan@shrinenet.org
1310 Punahou St.
Honolulu, HI 96826

https://shcgiftplanning.org/lsuan
Dianne Johnson
Director of Development
Phone: 314.692.6430
Email: dsjohnson@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110

https://shcgiftplanning.org/dsjohnson
Janet Cline
Development Officer
Phone: 314.872.8330
Email: jcline@shrinenet.org
4400 Clayton Ave.
St. Louis, MO 63110

https://shcgiftplanning.org/jcline
Jennifer Sutch
Director of Development
Phone: 612.596.6201
Email: jsutch@shrinenet.org
215 Radio Drive, Suite 100
Woodbury, MN 55125

https://shcgiftplanning.org/jsutch
Dan Winter
Director of Development
Phone: 773.385.5805
Email: dwinter@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707

https://shcgiftplanning.org/dwinter
Janet Coffey
Development Officer
Phone: 773.385.5451
Email: jcoffey@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707

https://shcgiftplanning.org/jcoffey
Mark McCauley
Development Officer
Phone: 773.385.5879
Email: mamccauley@shrinenet.org
2211 N. Oak Park Dr.
Chicago, IL 60707

https://shcgiftplanning.org/mamccauley
Bethany Deines
Director of Development
Phone: 513.872.6029
Email: bdeines@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229

https://shcgiftplanning.org/bdeines
Kari Tucker
Associate Director of Development
Phone: 513.872.6100
Email: kari.tucker@shrinenet.org
3229 Burnet Ave.
Cincinnati, OH 45229

https://shcgiftplanning.org/karitucker

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17 Reasons to Update Your Will

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