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 Gift Planning
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Driven by our vision, the Community Foundation's mission is to Engage, Invest, and Lead to strengthen Herkimer and Oneida counties.

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You are at: Planned Giving > Create Your Plan > Learn About Wills

Video Library

Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust.

Learn About Wills
  • Planning For Your Future

    Should a Joint Tenancy be Part of Your Estate Plan?
    Who Needs a Will? Probably, You.
    Five Excuses People Give to Avoid Making Their Estate Plan

  • Wills Basics

    The What, When and Where of Wills
    Five Questions and Answers about Wills
    How to Prepare for a Meeting with Your Estate Planning Attorney

  • Trusts & Healthcare

    Do I need a Will, a Living Trust or Both?
    Do I Need a Living Trust?
    Caring for Your Health When You No Longer Can

  • Gifts to Your Family

    What is the Right Inheritance to Give to Your Children?
    Using a Will or Trust to Make Gifts to Your Heirs
    How Your Estate Can Help Your Children and Charity

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Let's Strategize Together

Based on the nature of your assets and financial goals, more creative types of gifts may offer the benefits you want. Let's work together to plan your charitable giving.

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The Community Foundation of Herkimer and Oneida Counties

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.