E STATE P LANNING M INISTRY E STATE P LANNING M INISTRY Back to the Bible.
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Transcript of E STATE P LANNING M INISTRY E STATE P LANNING M INISTRY Back to the Bible.
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ESTATE PLANNING MINISTRY
ESTATE PLANNING MINISTRY
Back to the Bible
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Whether you are young,
old, rich
or just comfortable,
Whether you are young,
old, rich
or just comfortable,
you have an estate. you have an estate.
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• Home• Home
It includes your:It includes your:
• Business• Business
• Personal items accumulated as a result of your labor and God’s blessings
• Personal items accumulated as a result of your labor and God’s blessings
• Savings• Savings• Retirement Plans• Retirement Plans• Life Insurance Proceeds• Life Insurance Proceeds
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How you choose to steward
the resources God has entrusted to
you matters a great deal
to the One who owns it all.
How you choose to steward
the resources God has entrusted to
you matters a great deal
to the One who owns it all.
“the world is mine, and all that is in it.” – Psalm 50:12b
“the world is mine, and all that is in it.” – Psalm 50:12b
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It is important to use your estate
assets to their fullest potential
for your family and for His glory.
It is important to use your estate
assets to their fullest potential
for your family and for His glory.
“Moreover it is required in stewards that one be found faithful.”
-1 Corinthians 4:2
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• Provide for all financial and guardianship needs for dependents
• Provide for all financial and guardianship needs for dependents
A Proper Estate Plan Should:A Proper Estate Plan Should:
• Express God’s plan of stewardship• Express God’s plan of stewardship
• Transfer the assets God has entrusted to you to individual and charitable beneficiaries
• Transfer the assets God has entrusted to you to individual and charitable beneficiaries
• Transfer your estate in a tax efficient manner with the least possible amount of heartache, cost or delay
• Transfer your estate in a tax efficient manner with the least possible amount of heartache, cost or delay
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We would like to help
We would like to help
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It is estimated that more than 70% of It is estimated that more than 70% of Americans do not have a current will. Americans do not have a current will.
It is estimated that more than 70% of It is estimated that more than 70% of Americans do not have a current will. Americans do not have a current will.
Consider this:Consider this:
Yet for most Americans, Yet for most Americans, 91% of their net worth is in ASSETS 91% of their net worth is in ASSETS
versus the 9% in CASH.versus the 9% in CASH.
Yet for most Americans, Yet for most Americans, 91% of their net worth is in ASSETS 91% of their net worth is in ASSETS
versus the 9% in CASH.versus the 9% in CASH.
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Without an estate plan in place, Without an estate plan in place, you have no voice you have no voice
in the distribution of these assets. in the distribution of these assets.
Without an estate plan in place, Without an estate plan in place, you have no voice you have no voice
in the distribution of these assets. in the distribution of these assets.
Consider this:Consider this:
TheyThey will be distributed will be distributed by probate court in accordance with by probate court in accordance with
the laws of your state. the laws of your state.
TheyThey will be distributed will be distributed by probate court in accordance with by probate court in accordance with
the laws of your state. the laws of your state.
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But You Do Have a Voice
But You Do Have a Voice
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3 Ultimate Destinations…3 Ultimate Destinations…
• Loved Ones
Whether your estate Whether your estate is modest or substantial, you have is modest or substantial, you have
3 choices when it comes to 3 choices when it comes to where you direct assets at death. where you direct assets at death.
Whether your estate Whether your estate is modest or substantial, you have is modest or substantial, you have
3 choices when it comes to 3 choices when it comes to where you direct assets at death. where you direct assets at death.
• Ministries Having Kingdom Impact
• The I.R.S.
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We recognize that designing your estate can be a very personal
and complicated process.
We recognize that designing your estate can be a very personal
and complicated process.
Our desire is to take this complex process and simplify it for you.
Our desire is to take this complex process and simplify it for you.
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Back to the Bible
and PhilanthroCorp
(Christ-centered estate planning firm),
have a ministry in place that will assist
you in this important endeavor.
Back to the Bible
and PhilanthroCorp
(Christ-centered estate planning firm),
have a ministry in place that will assist
you in this important endeavor.
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Please visit:
www.backtothebible.org/epo
to complete the
Estate Plan Organizer
Please visit:
www.backtothebible.org/epo
to complete the
Estate Plan Organizer
To learn more:To learn more:
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Other Services Provided
Other Services Provided
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• Charitable Gift Annuities
• Gift of Retirement Plans
• Gift of Stocks/Mutual Fund Shares
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Business Sale – Charitable Planning
• Charitable Gift Annuities
• Gift of Retirement Plans
• Gift of Stocks/Mutual Fund Shares
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Business Sale – Charitable Planning
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We hope you find this service a
blessing to you and your family
We hope you find this service a
blessing to you and your family
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PHILANTHROCORPAmerica’s Planned Giving SolutionSM