A Visionary Pursuit:
Leaving a Legacy
Some simple planning can have a lasting impact on the patients and families who rely on HopeHealth’s specialized care in Massachusetts and Rhode Island. Learn how to add HopeHealth to your will or estate plan today!
Plan Your Legacy
Legacy gifts provide the foundation for HopeHealth’s work. These gifts allow you to take care of your family, provide for gifts to loved ones, and include a charitable gift for HopeHealth. We can help you find the best way to make your gift, and perhaps help you to make a larger gift than you thought possible.
Estate Planning Overview
Estate planning can entail difficult choices, but once your plan is in place, it can also provide a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
Retirement Planning Tips
It’s really never too early – or too late – to do retirement planning. Here are some basic points to consider.
Benefits of Giving
A gift plan can provide you substantial tax benefits, especially when you give highly appreciated assets like stocks. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.