professional advisors

Following is the information that you need to help your client complete a bequest to St. Luke School or to the St. Luke Endowment.

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A solid estate plan can range from a very simple process to a very complicated one. Wills, Revocable Living Trusts, Living Wills, and Power of Attorney documents might be needed depending on your client's needs and circumstances.

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LEGACY PLANNING CAN BE USEFUL FOR CLIENTS OF ANY AGE

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For younger clients, protecting the people and causes one loves is of primary concern.

For young families, financial planning might be a challenge but plans can begin to protect their growing families.

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For older clients, retirement is the time to make sure all is current in wills and updated future plans so that retirement dollars will last and their legacy lives on!

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Being diligent and updating estate plans takes a huge pressure off loved ones because choices regarding specific distributions, personal representative choices and named guardians have been selected and talked about prior to passing.

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Legal Name: St. Luke School

Tax ID Number: 91-1679678

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Please direct your comments or questions to Rick Boyle, Principal of St. Luke School, Telephone 206-542-1133, ext. #104

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THANK YOU FOR CONSIDERING A GIFT TO ST. LUKE SCHOOL IN YOUR ESTATE PLANNING.

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The information summarized on these website pages is offered for general information and educational purposes not as legal or tax advice. All donors should seek the advice of an attorney for personal guidance.