How a Will Can Keep Giving After You’re Gone

A will, or living trust, allows you to protect your loved ones long after your lifetime. These documents can also give you the power to provide the causes you care deeply about with the vital resources they need to thrive.

Here are a few basics about using your will or trust to make a lasting connection to Wheeler:

How to Make Your Gift
Including us in your will or trust is incredibly easy. Start by contacting Wendy DeAngelo, 860.793.4401, to request official wording for your gift. Then ask your estate planning attorney to use this language when you create your will or trust. If you already have a will or trust, simply ask your attorney to update the existing document.

Your Benefits

• It’s worry-free. You won’t give anything away until after your passing, so you can keep using your possessions and finances.
• You have choices. You can give us a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

We’re Here to Help
If you’re ready to make a gift, we’re here to help answer any questions. The impact you
can have is priceless.

The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.