Do I need an estate plan?
Contrary to popular belief, you don’t have to own a big house or have millions of dollars to have an estate. Your estate can consist of your home, personal property, investments, bank accounts, retirement plans, and interests in a family business or partnership. Proper planning is important to ensure your assets are distributed the way you want after your death and unnecessary taxes are avoided.
How confidential is the information I share with you?
All information and discussions are kept in strictest confidence.
Are you priesthood members?
Yes. We are executive ministers for Community of Christ and hold a variety of priesthood offices.
What types of services do you provide?
We help individuals, couples, and families understand how they can provide for their loved ones while also helping to support Christ’s mission. We consult on the many options available to create an estate plan that will preserve wealth, distribute assets to your heirs, ensure your legacy, and contribute to the church—always taking into account your wishes and objectives.
Are you available to meet privately with individuals?
Yes. We welcome the opportunity to meet with individuals in their homes or other convenient places. We want the meetings to feel comfortable and confidential. Meeting in homes also allows for quick and easy reference to information and files.
What services are available for congregations and mission centers?
We are available to conduct educational seminars in congregations and mission centers. We cover topics such as estate planning to protect your family and gift options for supporting the mission of the church. Our presentations can be adapted to the specific needs of any setting. We often conduct the seminar at reunions. When we are in your area, we are also available for ministry in other areas as needed.
How much will it cost?
There is no charge from the church for our services. Other costs may include legal, tax, or certified financial advisor fees that may be incurred in preparing a will or trust or other legal documents. As we work with you, we will help you understand the potential for fees.