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Estate Planning: Planned with Promise

Planned giving with the promise of sustainable impact. You can provide a life-changing education for a child. 

 

Estate planning (also called a will or trust) involves preparing documents that specify how you want your money and assets distributed after the Lord has called you to your heavenly home. When you choose to include St. Marcus in your estate planning, your legacy lives on for generations.

The benefits of estate planning include:

• Clarity around who in your family will receive your assets. Without an estate plan, the court can make decisions for you.
• Protection for children (under age 18). An estate plan protects them from being placed in the wrong guardianship through a court decision.
• Prevention from overpaying in taxes. You can reduce the federal and state or inheritance taxes from your estate by planning ahead.
• Stress reduction for family members who are handling your affairs.

Types of estate planning include:

• Endowed gifts, Memorials, Real Estate, Charitable Lead Trust, Donor Advised Funds, Wills and Living Trusts, Beneficiary Designations, Charitable Gift Annuities, and Charitable Remainder Trusts.

Estate planning with St. Marcus:

St. Marcus partners with SFC Estate Coaching to guide you through the process of estate planning. SFC Estate Coaching, founded by career educator Craig Mellendorf, will help you understand your options and every aspect of your estate. View his 2-minute video below for a peek into the process.

These one-on-one coaching sessions are free and completely confidential.
To get started, fill out the quick form below.