Inheritance Planning Seminars

Inheritance Planning Seminars are designed to encourage individuals to plan their estates, giving consideration to the needs of both family and church.

Topics include:

  • An introduction to the concept of stewardship of accumulated resources;
  • The importance of estate planning with a particular emphasis on wills;
  • A consideration of estate tax consequences;
  • An overview of Charitable Gift Annuities and Charitable Remainder Trusts;
  • Methods used to fund charitable causes in the church.

Resource

Preparing for an Inheritance-Planning Seminar (pdf)