Academics

Planning to Plan

Consider Some Long-Term Goals

By Chad Thompson

Director of Annual Giving

 

January is often a time when we start to make goals and plans for the upcoming year. Now that the holidays have passed, you may wish to consider some long-term goals for you and your family’s future.

 

Estate planning is not as complicated as it may sound. And it is not reserved only for the super wealthy. Everyone should consider how they want their estate to be handled. To begin, you simply may wish to make a list of those individuals, charities, and institutions that you wish to remember in your estate plan. Then, consider your personal situation:

 

  • Are you looking for income once you retire?
  • Would you like to avoid capital gains taxes?
  • Is there real estate that you wish to give as a gift?
  • Have you preserved assets for your loved ones?
  • What would you like your legacy to be?

 

Many of Siena’s friends and alumni have chosen to remember Siena Heights in their estate plans. It can be as easy as leaving a certain percentage of your estate to the university. Everyone can make a difference, and every gift matters!

 

No matter what, you can trust that your legacy will continue to further Siena Heights University’s mission of helping others become more competent, purposeful and ethical.  Siena has also established the Heritage Society for those who have remembered Siena in their estate plans.

 

If you would like to speak with someone about your estate planning or are curious about how you can leave a legacy, contact the Office of Advancement at 1-800-693-0506.

 

*Remember to always consult a professional regarding your personal situation and your state’s specific guidelines.

 

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Meet Siena

Students

Tanya Chappell

Tanya Chappell

Community Services, SHU@LCC

Faculty & Staff

Donna Baker

Donna Baker

Associate Professor of Accounting; Chair, Accounting Department

Alumni

Hillary Day Harrington '10

Hillary Day Harrington '10

English graduate; Lawyer
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1247 E. Siena Heights Dr.
Adrian, MI 49221