Will & Estate Planning

“I didn’t know the Church had someone to help me do this.”

When planning your estate, we know that you want to take great care of your family. You want to pass on what has been given to you, to not only the people that you love but also to the organizations that you value.

As a United Methodist, you have already declared the importance of serving Christ during your lifetime. Estate planning is a simple way to show the world what we value – our family, our church, and more. When we take the time to plan today how we want our assets to be distributed, it saves our loved ones both time and money once we have passed.

When you’re ready to talk about estate planning, we are here to help. We’ve helped many families, seniors, singles, and widows/widowers make plans for their estate. In our conversations, we will define your path, purpose, process, priorities, and help you have a peace of mind with your estate plans.

Generosity, Wills, & Trust

A charitable bequest is one of the easiest ways you can leave a lasting impact on your church. A bequest may be made in your will or trust directing a gift to the United Methodist beneficiary of your choice. There are several ways to include charitable giving through your will:

  • A fixed amount
    • Your will can state a specific amount which you would like to be given to your church or other cause of the Church following your death.
  • A specific item or some designated property
    • Your will can direct that specific real or personal property be given to your church following your death
  • A percentage of your estate
    • For many persons, it may be better to designate a percentage of your estate rather than a specific dollar amount. That percentage will then grow or shrink in the same proportion as your entire estate.
  • A residual bequest
    • After all other bequests are granted, the residual (what remains) can be left to your church. The residual might also be left to your church in addition to a specific bequest named earlier in the will.

Retirement Plan Assets
Avoid the twofold taxation on retirement plan assets by naming your church or favored cause as a beneficiary of all or part of the remaining assets after your lifetime. By doing this, you avoid heavily taxed gifts to heirs. The charitable gift thus comes from the remainder in the plan following the death of the donor and/or all other named beneficiaries.

Our goal is to educate you on how you might plan your affairs to benefit your family, as well as United Methodist churches and ministries that are close to your heart. If you have any questions about the best way for you to benefit through a planned gift, please contact 334-793-6820 or [email protected] A Planned Giving team member will be very pleased to help you.

Downloadable Resources