It's vacation time, so now what? It has been said that people spend more time planning their vacation than they do planning their estate. Summer is the ideal time to make sure that your will and estate plans are in order.
A great time to sign a new or updated will is before that vacation. We can provide you with a Will and Trust Planning Guide to help you protect your estate and family. Please call 805-565-6058 or e-mail us with "Wills Kit" as your subject. We will promptly send you a helpful Wills Kit.
For a overview of wills and estate planning, you may also view the "Wills Guide" video on www.westmontlegacy.org.
Thank you for your interest in Westmont College. Our hope is to serve you and your family with helpful information. We have over 700 alumni, friends and family of Westmont who are a part of our legacy society.
The Wallace Emerson Society recognizes people of vision who contribute to Westmont's future through planned gifts or provisions in their estates.
Kati Z. Buehler Associate Director of Gift Planning
Thank you for taking the time to explore the benefits of gift planning. We would be very pleased to help you. Simply click here to email us at your convenience.
If you prefer to call us, please contact our office. Our gift planning assistant, Joan Kim, is available to help you with your inquiries. Please call 805-565-6058 or 800-998-5652.
Providing for the Education of Future Generations A veteran of World War II, the Korean War and the Cold War, Reuben Kvidt spent 23 years in the U.S. Army, retiring as a major. He served on the Gen. MacArthur's staff in Tokyo and commanded a company along the Czechoslovakia border at the height of East-West tensions. Providing for the Education of Future Generations...
What is gift planning? If you are new to the field of gift planning, please visit our primer where you can find helpful, easy to understand information about planned gifts and related topics.
Weekly Article
The Five-Percent Solution Winding my way down Baker Street to 221B, I found a flat that consisted of a couple of comfortable bedrooms and a single large airy sitting-room that was cheerfully furnished and illuminated by two broad windows. More ...
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact giftplanning@westmont.edu.
If you are a professional advisor, you may take the following steps on this site.
Winding my way down Baker Street to 221B, I found a flat that consisted of a couple of comfortable bedrooms and a single large airy sitting-room that was cheerfully furnished and illuminated by two broad windows. 
Steps to Wise Giving