Estate Planning

Client is a retired widow in her late 60s. She and her husband both enjoyed successful careers before he passed away from cancer 12 years ago. She is active in her church and with volunteer work in the local schools. She wants to make certain that part of her estate will go toward educating her three grandchildren; she also wants to give to her church. While she currently feels comfortable staying in their home, she also wants to ensure she won’t have to live with their kids should her situation change.