Smart philanthropy: Judith Grimaldi on wills and other end-of-life considerations

November 6, 2020 | By The New York Community Trust

This fall, The Trust spoke with experts about contemporary issues in philanthropy.

These interactive briefings give our donors an opportunity to think about their philanthropic legacy and how to align it with their personal vision and values. To learn more about joining our community of compassionate donors, contact our vice president for donor services, Gay Young, at gy@nyct-cfi.org.

While no one likes to think about their own passing, it is important to prepare by writing a will and leaving instructions regarding your health care and finances. To clarify many of the most-important issues regarding end-of-life decision-making, The Trust’s general counsel, Jane Wilton, spoke with elder-care attorney Judith Grimaldi, author of “5@55: The Five Essential Legal Documents You need by Age 55.” What follows are excerpts from that conversation:

This fall, The Trust spoke with experts about contemporary issues in philanthropy.

What if you didn’t make a plan?

The Gift of Old Age

Families with Minor Children

A Road Map