In This Issue—Fall 2023

• Dear Friends
• Kenyon’s Retirement Plan Gift to Support CCS’s Future
• Simple Steps to Take When Planning Your Estate
• 4 Steps to Ensure Your Wishes Are Fulfilled
• Step 1: Ensure Your Will Can Be Located
• Step 2: Collect and Safeguard Assets
• Step 3: Determine Cash Needs
• Step 4: Distribute Assets
• 3 Important Questions When Preparing Your Estate Plan

Step 3: Determine Cash Needs

Many estates, regardless of size, can face a serious shortage of cash. Funeral and burial expenses, fees for attorneys and appraisers, taxes, and any debts - all must be paid. To ensure that your assets are distributed to the recipients you intend, it is important to prepare for the liquidity issues your estate may face. Note: Assets held jointly may not be available to the executor.