GODLY MONEY MINDSET
Estate and Legacy Planning
"Don't leave a mess, leave an estate & legacy plan"
Wills and Trusts
Important Questions to Consider
- Are you prepared for unexpected events such as disability, incapacitation or death which will eventually affect you or your family?
- What is a Revocable Living Trust, and do you need one?
- Are you okay with the state deciding where your assets are going when you are no longer living?
- Do you know the importance of the Financial and Health Powers of Attorneys?
- Do you know to whom you will leave your assets when you are gone?
- Do you know what makes up your taxable estate and how you will be taxed?
- Do you know how to make sure your children are taken care of financially when you are gone?
- Have you considered leaving gifts to your church or favorite charity and the tax benefits?
We are here to help you to solve these financial and legacy “pain points” that affect most of us.
Over 60% of American adults do not have a will, revocable living trust or a completed estate and legacy plan.