What is your Estate?

Your personal estate is the sum of your assets, including real estate and all other property you own, such as insurance policies, retirement accounts, stocks, bonds, bank accounts, and cash on hand.

Whatever your family and financial situation, there are many flexible, affordable ways to plan an estate gift that will have a profound impact for generations to come on the people and causes like ours that are closest to your heart.

If every adult in America made a will and included even a small charitable bequest, millions of critical dollars would be available every year to support worthy charitable causes and improve other people's lives.

Please note that this information is not intended as legal, tax, or investment advice. When considering a planned gift, always consult your attorney, financial advisor, and tax accountant.

 

 

The Charlotte Museum of History
3500 Shamrock Drive, Charlotte, NC 28215
Phone: 704.568.1774

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