Foundation of MultiCare

Planning for an Uncertain Future

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© The Stelter Company 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. Shelley J. Buck Planned Giving Manager (253) 403-3093 P.O. Box 5296 MS: 409-1-PHIL Tacoma, WA 98415-0296 Foundations Make Your Wishes Known Communicating with loved ones about a future with diminished mental capacity might seem difficult, but it's important to discuss your wishes now while you are able to do so. You'll have the peace of mind that comes from knowing that your needs and wishes will be fulfilled. Besides the financial and medical issues already addressed, here are other important things to discuss: • Living arrangements • Health care arrangements • Last will and testament • Beneficiary designations • Charitable giving wishes Take Care of Yourself Once your legal and financial affairs are in order, get the emotional support you need from family, friends, support groups or therapists. Spend time with your loved ones doing the things that provide joy and will leave a lasting connection. A diagnosis of Alzheimer's disease or dementia does not mean an end to all of the happy moments that can be shared with those closest to you. Contact Us If you have questions about including a MultiCare foundation or program in your plans, please contact us. We would be happy to work with you and your advisors to ensure your wishes are fulfilled. Signs of Alzheimer's Typical Age-Related Changes Poor judgment and decision-making Making a bad decision once in a while Inability to manage a budget Missing a monthly payment Losing track of the date or the season Forgetting which day it is and remembering later Difficulty having a conversation Sometimes forgetting which word to use Misplacing things and being unable to retrace steps to find them Losing things from time to time Source: Alzheimer's Association,

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