There Is No ‘I’ in Estate Plan
You don’t have to create your estate plan on your own. There are many professionals ready to help if you get stuck, have questions, or worry about forgetting something important. Here’s who you can turn to and when:
Your Team
| Role | Stage You May Need Them |
|---|---|
| An estate planning attorney works with you to establish a plan for your estate if you are incapacitated or when you pass away. | When you want to create (or update) a legally valid plan to protect you, your assets, and your loved ones. |
| A certified financial planner advises on a wide variety of topics including retirement, education, investments, taxes, and charitable planning. | When you want comprehensive financial planning services |
| A trust officer is responsible for administering any trusts. | When you include a trust in your estate plan. |
| A certified public accountant (CPA) helps you navigate your taxes. | When you want help filing your taxes or creating a plan to minimize taxes. |
| A regional gift planner helps you explore gifts to your favorite ministries and nonprofit organizations. Gifts to benefit these ministries may provide you financial benefits in addition to the fulfillment that comes from helping. | When you’d like to explore opportunities to maximize your impact to your family and ministries either during or after your lifetime. |
Don’t Forget About Free Advice!
Many retirement plans and life insurance policies provide access to professionals who can assist you. Help yourself to all the free advice that is available — whether it’s through your financial institution, your employer, or your plan provider.
We would be happy to work with you and your advisors to extend your charitable legacy through your estate plan. As always, our partnership comes with no obligation, it is our ministry to serve you. Simply contact your regional gift planner to have a personal conversation about your wishes.