Estate Planning FAQs
An estate plan is a crucial aspect of your financial wellness. Having a plan ensures that your wishes are honored after you are gone and your loved ones and the organizations you care about are taken care of. Estate plans indicate who will pay your final expenses and who will receive your assets such as financial accounts, stocks, life insurance policies, personal property, and real estate. Plans generally consist of one or more documents such as a Will, Trust, and/or beneficiary designation forms.
![Sue Dixon](/sites/default/files/styles/content_block/public/2023-05/Sue%20Dixon%20current_2.jpeg?itok=9F559xZ4)
Questions?
A planned gift is one of the most meaningful ways you can show appreciation for Shelburne Farms and support our mission. Through careful gift planning, people often discover that they are able to have even greater impact than they had imagined possible. Learn more about the Shelburne Farms Legacy Circle.
Questions? Contact Sue Dixon Special Gifts Coordinator, at sdixon@shelburnefarms.org or call 802-985-0322