Estate Planning Service Your Estate Whether you are young, old, rich or just comfortable … YOU HAVE AN ESTATE.

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Presentation transcript:

Estate Planning Service

Your Estate Whether you are young, old, rich or just comfortable … YOU HAVE AN ESTATE.

Your Estate Includes Home Business Savings Retirement Plans Life Insurance Proceeds Personal Items accumulated as a result of your labor.

Your Estate How you choose to steward the resources entrusted to you matters a great deal to your family and your favorite charities.

Your Estate It is important to use your estate assets to their fullest potential for your family and charity.

Your Estate Plan A Proper Estate Plan Should: Express your plan of stewardship Provide for all financial and guardianship needs for dependants Transfer the assets entrusted to you to individual and charitable beneficiaries Transfer your estate in a tax efficient manner with the least possible amount of heartache, cost or delay

We Would Like To Help

Consider this: It is estimated that more than 70% of Americans do not have a current will. Yet for most Americans, 91% of their net worth is in ASSETS versus the 9% in CASH.

Consider this: Without an estate plan in place, you have no voice in the distribution of these assets. They will be distributed by probate court in accordance with the laws of your state.

But You Do Have A Voice

3 Ultimate Destinations … Whether your estate is modest or substantial, you have 3 choices when it comes to where you direct assets at death. Loved Ones Ministries Having Kingdom Impact The I.R.S.

Estate Planning We recognize that designing your estate can be a very personal and complicated process. Our desire is to take this complex process and simplify it for you.

Estate Planning In conjunction with PhilanthroCorp (an estate planning firm), Your Charity has a service in place that will assist you in this important endeavour.

Estate Plan Organizer Please Visit: To complete the Estate Plan Organizer

Other Services Provided

Other services Provided Charitable Gift Annuities Gift of Retirement Plans Gift of Stocks/Mutual Fund Shares Charitable Remainder Trusts Charitable Lead Trusts Business Sale – Charitable Planning

We hope you find this service a blessing to you and your family