PLANNING

Planning is a very important aspect throughout
many stages of our lives.
Christian Stewardship Services is here to help.


   WAYS WE HELP PLAN

     Why Have a Will
       A Will Planning Visit
     Gift Distribution
     Deposits
     Mortgages for Charities

A Will Planning Visit

Meeting with a lawyer to prepare a Will can be an intimidating process for many of us. To help make this process easier, CSS provides free Will Planning Visits to supporters of CSS partners.

In a Will Planning Visit, you can expect a CSS Stewardship Consultant to meet with you either in person, over Skype, or by phone to have a private, confidential conversation. During the Visit, the Stewardship Consultant will:

  • Get to know your family situation and needs,
  • Discuss your current financial situation to determine any tax planning requirements or other financial concerns,
  • Explain the roles and responsibilities of an Executor and help you choose a person to act as your Executor,
  • Explain the roles and responsibilities of a Power of Attorney and help you choose a person to act as your Power of Attorney,
  • Explain the roles and responsibilities of a Guardian and help you choose a person to act as your Guardian,
  • Discuss how charitable giving can be included in your Will, and explain the tax implications to you,
  • Explain how you can use a trust to provide for your children if necessary,
  • And much more!

At the end of the visit, you will be provided with a written report which will be sent to a lawyer of your choice to have your Will prepared. The report is not intended to be a substitute for a properly prepared Will, but should be considered a preparation step.

The Will Planning Visit is free to you, is confidential, and there is no obligation of any sort.




   

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