Family Mission Statement – We can help you incorporate with your estate planning documents a Family Mission Statement, expressing to your family your love for Christ and sharing your encouragement for each one to live a Christ-centered life.  By including a family mission statement in your estate plan you can impart to your loved ones your faith and other important life lessons that you wish to pass onto your family. Such a mission statement can provide a helpful moral compass to guide your loved ones long into the future.

Pro-Life Medical Declaration – It is surprising that many Christians who support pro-life medical directives continue to use pro-euthanasia Living Wills in their estate plans.  One of the main reasons for this is that many Christian estate planning professionals continue to use boiler plate Living Will forms that are contrary to Christian Pro-Life values. You can help protect yourself from euthanasia by reading the medical treatment documents in your estate plan before you sign them and being wary of documents that have death accelerating language like “quality of life”, “heroic measures”, “artificial means”, and the like. The good news is that pro-life medical forms are available to informed Christians, but you usually cannot rely on the typical estate planning attorney to let you know about this faithful estate planning alternative.

Tax-Wise Support For Christian Ministry – Charitable gifts from one's estate plan are called “planned gifts” and such gifts can often be made in a way that provides current financial and tax benefits. Planned gifts to your church or ministry can include estate gifts from wills or trusts, gifts of insurance policies and retirement plans, gift annuities, charitable trusts and donor advised funds, to name just a few.   We also share the various planned giving options available to you - helping you to identify those concepts most appropriate for your giving goals.  Legacy giving may provide enhanced income for you during your lifetime and potentially substantial tax savings as well.

These faith-based estate planning strategies can help Christians be a true blessing to their family and their faith community:

  • Planned Gift from a Will or Trust 
  • Charitable Gift Annuity 
  • Gift of Interest in Retirement Plan or Insurance Policy
  • Charitable Remainder Trust 
  • Family Giving Fund (Donor Advised Fund)

We can help you decide which of these strategies may be appropriate to meet your lifetime income goals, as well as your planned giving goals. We can also help your church leadership incorporate these concepts through a teaching ministry that will encourage a culture of generosity in your fellowship.

For I know the plans I have for you," declares the LORD, "plans to prosper you and not to harm you, plans to give you hope and a future.  Jeremiah 29:11 (NIV)