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You are at: Planned Giving > Create Your Plan > Learn About Wills

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You are at: Planned Giving > Create Your Plan > Learn About Wills

Learn About Wills Video

Learn About Wills

Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.

  • Planning For Your Future

    Should a Joint Tenancy be Part of Your Estate Plan?
    Who Needs a Will? Probably, You.
    Five Excuses People Give to Avoid Making Their Estate Plan

  • Wills Basics

    The What, When and Where of Wills
    Five Questions and Answers about Wills
    How to Prepare for a Meeting with Your Estate Planning Attorney

  • Trusts & Healthcare

    Do I need a Will, a Living Trust or Both?
    Do I Need a Living Trust?
    Caring for Your Health When You No Longer Can

  • Gifts to Your Family

    What is the Right Inheritance to Give to Your Children?
    Using a Will or Trust to Make Gifts to Your Heirs
    How Your Estate Can Help Your Children and Charity

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Gift Planning Menu
  • Gift Planning Home
  • Impact of New Tax Laws
  • Year-End Gift Strategies
  • The Headmaster's Club
  • Personal Stories
  • What to Give
  • How to Give
  • Will/Bequest
  • Create Your Will/Bequest Online
  • IRA Rollover
  • IRA/Insurance Beneficiary Designation
  • IRA to Gift Annuity Rollover
  • Gift Calculator
  • In The News
  • For Donor Advisors
  • Free Wills Planner
  • Contact Us

Shaker Heights Campus

20701 Brantley Road
Shaker Heights, Ohio 44122
GRADES K-8
Phone: 216.321.8260

Hunting Valley Campus

2785 SOM Center Road
Hunting Valley, OH 44022
GRADES 9-12
Phone: 216.831.2200

University School serves 870 boys in Junior Kindergarten to grade 12 on two campuses in suburban Cleveland, Ohio. The School's mission is to inspire boys of promise to become young men of character who lead and serve. Dedicated faculty, rigorous curriculum, and experiential programs foster intellectual, physical, creative, and moral excellence. University School is a diverse and inclusive community where each boy is known and loved.

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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.