Estate planning challenges are usually wrapped around a number of complex and diverse goals including financial, physical location and various family needs. Sometimes meeting one goal may significantly impact another. Utilizing the many options embodied in effective estate planning can enable you to maximize achieving your goals. It is important to consider your income goals now and in the future. Do you want to continue living where you do now – both in style of dwelling and location? Do you want the freedom to travel more or play more golf or are you now looking forward to staying home and playing more bridge? Are you making the right financial decisions to minimize your tax obligations and to provide maximum benefit to you and your family? Are you considering charities that embrace your personal values and interests? Partnering with a charity in your estate planning will often enable you to accomplish more of your goals. For no cost or obligation, the Alta Bates Summit Foundation would like the opportunity to show you how.