Estate
Planning Steps
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As
you begin the process, we urge you to devote
much time to prayer and seek
God’s will on this matter.
“Commit your way
to the Lord, trust also in Him, and He shall bring it to pass.” –
Psalm 37:5
The
Estate Specialist at PhilanthroCorp will walk you through
a four-step process in planning an estate.
Step
One – Evaluate
Evaluate
your current situation. This includes a review of:
- God’s plan
for stewardship of your estate
- Your financial
position and asset holding
- The structure
of your business and agreements
- Your existing
will, trusts and other planning documents
Step
Two- Listen
Listen
to your goals and objectives to discover the people
and current ministry/ charitable interests that may
be beneficiaries of your estate. This includes:
- The dynamics
of your family
- The needs
of potential family and charitable beneficiaries or your estate
- Your long-term
retirement goals
- Strategic,
heartfelt non-profit organizations
Step
Three- Create
Create
a customized estate design based on your intentions.
This includes determining:
-
Timing and nature of what your beneficiaries are to
receive.
- Tools that
will minimize your estate taxes and estate settlement costs.
- Plan for the
implementation of your charitable wishes.
Step
Four- Implementation
We
will work with your legal and tax advisor to
assist in implementing a plan tailored to your situation.
It is
important to note that throughout the process we complement
advisors you may have; we do not supplant them. In all cases, after
our initial sessions are completed and we have finalized a plan, an
attorney will be required to implement these plans.
If you
know an attorney that can draft your documents, then you
might want to take your plan to this attorney and have those documents
drafted. If, however, you would like help with this step, then PhilanthroCorp
will recommend attorneys to you and you will find that the prices
these attorneys will charge will be much lower than normal because
of the large volume of work we are able to send to them.
However,
even if you decide to work with your own attorney, one of
the benefits of our process is that you could still expect reduced
attorney’s fees. In other words, our experience has been that even
attorneys outside of our referral network will often reduce that fee
significantly because of the clarity of our planning and the detailed
schematics provided. Perhaps, the best way to illustrate this is through
some comments provided to us from individuals with whom we have recently
worked.
Peter
Scott, Estate Planning Attorney:
“I was impressed by the thorough and thoughtful
way PhilanthroCorp explored the Scriptural foundations
of stewardship and gifting as part of the planning process.
Their documents were easy to understand and they accurately
reflected the concerns of my clients. Their planning
was excellent.”
Steve
Taatjes, Sherwood, Oregon:
“We were very pleased with your helpfulness and full explanations.
The thoroughness of your work was impressive as was the fact that
you worked with us in our time zone, which was quite late for you.
Our attorney who completed the final paperwork was impressed and said
that your work was very helpful. Because of your work, he only charged
us half the normal fee.”
Sharon
Rosenberger, Groveland, California:
“I really appreciate the service you provided. It
was the impetus I needed to have a will created, something
I had put off doing for 10 years because I thought I
couldn’t afford it, and I didn’t know an attorney who
would do it. You helped me find an affordable attorney
and walked me through the whole process.”
After
an attorney is selected, there still is work to be done before
you finalize your documents. PhilanthroCorp stands by you through
the whole process, including reviewing with you rough drafts and final
drafts. We will also assist should, as a result of your completed
plan, any assets need to be transferred or trusts funded.
Our services
are provided from Officer's Christian Fellowship at no cost
to you in many cases. It is our philosophy to assume a servant’s role
in this process, seeking to be a blessing to you.
Whether or not
you use our services, it is important that you get started today.
Request
a free phone conference with one of PhilanthroCorp's estate planning
specialists, please call 800-876-7958 ext 2127, or email (click
here)
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Importance
of Estate Planning
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4 Step Process | Contact
Us Information on this site is NOT
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