Legacy Planning: Include OLW in Your Estate Plan?
None of us lives for oneself, and no one dies for oneself. For if we live, we live for the Lord, and if we die, we die for the Lord; so then, whether we live or die, we are the Lord’s. – Romans 14: 7-8
As the New Year begins, consider one of the greatest acts of stewardship an individual can make by establishing an estate plan. A well-coordinated estate plan typically includes: (1) financial power of attorney, (2) will, (3) beneficiary designations, (4) charitable beneficiary designations and (5) health care documents, such as a living will and a health care power of attorney.
Please consult an attorney and financial advisor when creating your estate plan. For more information, please contact Our Lady of the Wayside at (847) 253-5353.
For a free step-by-step guide to reviewing your estate plan, please contact Krystina M. Campbell, Planned Giving Officer, Archdiocese of Chicago at (312) 534-5404 or firstname.lastname@example.org.Tags: #estategiving, #estateplan, #giving, #legacyplanning, #olwparish