Will & Estate Planning

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

The thought of making a plan for your estate can be overwhelming, but, when it comes to financial stewardship, having one in place is incredibly important. Going through this process not only helps determine who you want to bless with the gifts God has given you but is also a great way to show others what you value – family, church, charities, people, and organizations that have made an impact in your life.

Our goal is to take the difficulty and confusion out of estate planning and help you create a strategic, God-centered plan. We will take your assets into account, as well as people and ministries that may be dependent on you, while structuring your estate to minimize taxes. This ensures your family and church benefit as much as possible.  We will also help you understand such legal tools as wills, trusts, remainder trusts, charitable gift annuities, and resulting tax ramifications.

We know everyone’s estates and financial needs are different, and our primary purpose is to find a perfect solution for you based on Biblical principles. After a plan is created that reflects your values and priorities, we can then help you implement it through an attorney of your choosing.

We have worked with individuals and churches for over 30 years and often hear “I didn’t know the church had someone to help me do this.” Let us prevent this from happening in your congregation by guiding you through the estate planning process or providing a workshop at your church. Contact us if you have any questions about wills and estate planning or would like to talk with a staff member.

Tips

A few of the simplest giving options include a charitable bequest in a will and the gift of retirement plan assets. Read more about these and other giving options.

Resources