Gift Planning

Create an Estate Plan

An estate plan gives you peace of mind that you’re doing everything you can for those you care about most.

Estate Planning GuidePrinceton’s guide book can be used as a starting point when creating a new estate plan, helping you think about your options, and can provide helpful tips when you update your existing plan. We hope this book helps you think about your options, including how your generosity can contribute to Princeton’s commitment to excellence.

Your Wishes and Goals

Keep these three questions in mind when considering your plan:

  • Whom do you want to benefit?
  • What charitable organizations do you want to remember?
  • Do you want to keep taxes and administration costs to a minimum so your family and charities receive your assets intact?

Estate Planning Tools

These written documents precisely indicate your intentions and provide the powers to accomplish them. Your options may include:

  • Wills and trusts
  • Durable financial and health care powers of attorney
  • A living will
  • Beneficiary designation coordination
  • Retirement plan assets and IRAs
  • Life insurance policies
  • Payable-on-Death and Transfer-on-Death beneficiary designations
  • Digital estate plan
  • Buy-sell agreements

Personal InventoryGet Started Today

The first step of every estate plan is to compile an inventory of personal data. The next step is to consult an attorney who specializes in estate planning.

To receive the complete 20-page "Princeton Guide to Estate Planning" and personal inventory workbook, please fill out the request form below.