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Volume 17, Number 2Spring 2014ESTATE PLANNING EDUCATION FOR CHURCH MEMBERS D ID you know churches are church. Why? Because the most overlooked charities in those organizations asked estate stewardship?
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Start by gathering all the necessary information and documents related to your estate.
02
Determine your goals and objectives for your estate planning education.
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Identify the areas of estate planning that you want to focus on, such as wills, trusts, or power of attorney.
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Research and educate yourself on each of these areas by reading books, articles, or attending seminars on estate planning.
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Consult with an estate planning attorney to gain further knowledge and guidance on estate planning.
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Create a comprehensive plan for your estate that addresses your goals and objectives.
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Review and update your estate plan regularly to ensure it remains up-to-date and reflects any changes in your circumstances or preferences.

Who needs estate planning education for?

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Individuals who have significant assets and want to ensure their estate is distributed according to their wishes.
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Parents who want to plan for the future care and financial stability of their children.
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Business owners who want to protect their business interests and plan for succession.
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Individuals who want to minimize taxes and avoid probate.
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Anyone who wants to have control over their healthcare decisions in case of incapacity.
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