Skip Navigation

Display Mode:

  • Choose Default Style
  • Choose High Contrast
Alta Bates Summit Foundation
  • Home
  • Medical Center Home
  • Home
  • What's New
  • Ways to Give
  • Estate Planning
  • Events
  • About Us
Section TitleEstate Planning
  • Personal Issues
  • Goals
  • Asset Review
  • Income Instruments
  • Compare Gifts
  • Gift Illustrator Website
  • Bequest Language
  • Legacy Society
  • For Professional Advisors
  • Contact Us
    Main content

    Estate Planning

    Estate Planning – the term – can be intimidating. Yet, if we are seriously concerned about doing the best we can for ourselves and our loved ones today and in the future, we must engage in the process. Simply put, death is irrevocable, but our wills, living trusts, health and attorney powers, to name a few, are revocable and may be changed at any time and as often as you would like. Some estate planning techniques such as Charitable Remainder Trusts and Gift Annuities, for example, are irrevocable but decisions to use these instruments are reached after careful consideration in an overall estate plan. Topics presented in this section are designed to provide a general overview of estate planning issues and techniques. While the Alta Bates Summit Foundation cannot provide legal or tax advice, skilled staff can provide valuable assistance in helping you develop estate plans for review by your advisors.

    Two People Meeting

    Personal Issues
    Simply stated, times change! Are you establishing your opportunities?

    Plants Growing

    Goals
    A good estate plan focuses on goals - income, lifestyle, physical location and family needs.


    Abacus

    Income Instruments
    Effective estate planning can utilize one or several techniques to maximize the benefits for all concerned.
    Thank You

    Legacy Society
    What can Alta Bates Summit Foundation offer you? Find out more about the Legacy Society.
    Learn more
















    Online Brochures - External Site
    Donate Now - External Site
    • About Our Sutter Health Network
    • Contact Us
    • Privacy Policy
    • Accessibility
    • Site Map

    © 2013 Alta Bates Summit Foundation. All rights reserved. Sutter Health is a registered trademark of Sutter Health®, Reg. U.S. Patent. & Trademark office.