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Planned Giving Resources

Here are some simple resources to get you started

The following worksheets can help you get off to a great start with your plan. Remember, please consult your attorney with any questions or to formalize your wishes. This information is meant to help you understand and document the basics.

Planning Workbook

Wisconsin forms
Living Will
Power of Attorney for Healthcare
Financial Power of Attorney
Authorization for Final Disposition

Iowa forms
Living Will & Power of Attorney for Healthcare
Financial Power of Attorney
Authorization for Final Disposition

This material is intended for general information purposes only and does not constitute legal advice.

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