Giving Through Estate Planning

Leaving your legacy to The Hope Heart Institute, through your generosity and other individuals like you, will ensure the organization's strength and sustainability for years to come.  Our education, outreach, and research programs rely heavily on your gift.

Gift planning often requires help from professional advisors.  Unlike cash donations, they are typically made form assets in your estate, rather than disposable income, and come to fruition upon your death.  Planned gifts are typically made through naming The Hope as a beneficiary through a will or a trust.   

There are several ways to make your planned gift to the Hope :

• Bequest - A bequest is the easiest and most meaningful way to provide to The Hope.  You may specific a specific dollar amount or property, a percentage of your estate, or the residual after other designations are fulfilled.   
  
• Beneficiary Designation - You may want to include The Hope Heart Institute as a beneficiary of many different assets like your IRA, 401(k), 403(b), or other qualified tax retirement plans such as a life insurance policy, commercial annuity contract, bank account or brokerage account. 
  
• Charitable Lead Trust - A charitable lead trust makes payments to the Hope Heart Institute for your lifetime or a specified numbers of years.  The remaining assets are either returned to you or distributed to your heirs at the end term of your trust. 
  

Hope advice:  We do recommend that you work with a qualified financial and legal advisor who specializes in estate planning.  The information provided above are suggestions and are our most common practices of ways to leave your legacy to The Hope.  The information above is not intended to replace or give you tax and/or legal advice.  Here is our recommended list of specialists that can help you determine the best way to leave your legacy, if you are in need of such.   

www.PrattLA.com

About Pratt Legacy Advisors

Pratt Legacy Advisors offers a unique and powerful, values based approach, called Legacy Planning from the Heart™. This approach helps you plan and manage your legacy, and positively impact you and your family for the rest of your life and beyond.

Alan Pratt, its founder, has over 30 years experience serving individuals and families in the Northwest. Today Pratt Legacy Advisors has helped hundreds of clients whose net worth ranges from $5 - 100 million. We work with a network of leading attorneys, accountants, investment specialists and others who advise high net worth individuals, to provide expert technical assistance when required.

To learn more about Pratt Legacy Advisors, read our mission, values and history.

For more information on the advisors that we work closely with and recommend to our valued clients, please send email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Brian Pierson, CIMA®, CPWA
Convergent Wealth Advisors
2600 Tower Oaks Boulevard, Suite 300
Rockville, MD 20852-4246
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Direct Line: (301) 998.0393
Toll Free: (800) 251-9531
Fax: (888) 441.0074
www.ConvergentWealth.com

About Brian Pierson
Brian Pierson has been with Convergent Wealth Advisors for nearly ten years and is dedicated to delivering exceptional client service to each of his clients.  Brian advises his clients a wide variety of financial services, including investment management, asset allocation and estate planning. He also works closely with his client’s other advisors, including accountants, estate attorneys, private bankers, and philanthropic organizations, to assure that the client has a comprehensive and integrated wealth plan.  Brian earned a Bachelor of Science degree from the Calloway School of Business and Accountancy at Wake Forest University in North Carolina. His professional designations include the Certified Investment Management Analyst (CIMA®), and the Wealth Management Certificate. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license. Brian helped to build Convergent's Community Service Initiative, which has mobilized the employee volunteers and raised significant funds to meet many needs of the community.
 
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, advising on over $14 billion in assets (as of December 31, 2010). Convergent provides investment consulting services and customized wealth management solutions, including advice on concentrated stock strategies, alternative investments, collateralized lending, specialty financings, and insurance and estate planning, to ultra-high net worth individuals, institutions, and family offices.

John Keckemet
Lirhus & Keckemet LLP 
1200 5th Avenue, Suite 1550
Seattle WA 98101
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Phone: 206-728-5858
Fax: 206-728-5863
www.lk-legal.com

About John Keckemet
John Keckemet is a 1981 graduate from University of Washington and a 1984 graduate of the University of Puget Sound School of Law (now Seattle University Law School). He practices in the areas of estate and medicaid planning probate, trust and estate administration and litigation; elder law; real estate; and debtor/creditor matters with the firm of Lirhus & Keckemet, LLP. He is a frequent speaker on probate and estate planning for various businesses, non-profits, and the financial planning industry. He also advises and consults with non-profit organizations on planned charitable giving. He is a member of both King County and Washington State Bar Associations.

Estate planning is the process of preparing for disability and death. Typically five or six documents are utilized to create instructions and guidance on how an individual’s affairs will be handled in the event of their disability or death. Preparing an estate plan is rather straight forward. It begins with a consultation with an attorney to evaluate your situation and identify the documents and planning that might be of benefit. Significant estate taxes can also be avoided by proper planning. John Keckemet provides a free consultation to discuss estate planning. Please feel free to contact him.

Ken Wiseman
AXA Advisors, LLC
10500 NE 8th Street, Suite 1600
Bellevue, WA  98004
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Phone: (206) 956-6248
Fax: (206) 956-6202

About Ken Wiseman
Kenneth Wiseman is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors LLC (NY,NY 212-314-4600), member FINRA/SIPC,and is an agent who offers annuity and insurance products through AXA Network,LLC and/or its insurance agency subsidiaries. AXA Network,LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this email does not necessarily indicate that the sender is able to transact business in your state.