Shirley Yoakum is a delightful lady and active member of Shepherd of the Hills Lutheran Church in San Antonio. After talking with her financial advisor, attorney, and Legacy Deo, Shirley included several charitable beneficiaries in her estate plan. In addition to her existing assets, she exponentially expanded her charitable impact through the purchase of a new life insurance policy that exclusively benefits Legacy Deo's endowment fund.
Shirley comments, "Once we discussed the options, it was a straightforward process to develop a plan that included virtually all my charitable wishes. It also gave me an opportunity to update my Power of Attorney, Estate Executor, and all related documents to ensure that my estate plan is complete and up to date."