Protect Your Family’s Future
Have you been putting off your estate planning? We can’t predict the future, but we can plan for it. Financial Planning Ministry (FPM) takes the mystery out of estate planning, guiding you and your family through a straightforward process allowing you to design a legacy plan that blesses your family and honors God. We’ve partnered with FPM to provide you with the opportunity to make decisions, pass on your values AND your valuables, and start planning for your future.
After attending this seminar or webinar (both have the same content, just different venues), you will have the opportunity to meet one on one with a qualified estate consultant via Zoom or telephone to prepare your estate plan at no cost to you if you are a member of Heritage.
Ensuring your legacy has been the business of Financial Planning Ministry for over 35 years. They remove the doubt and confusion surrounding estate planning through professional and courteous service, and provide you with estate planning that you and your heirs can count on. They take you through the entire process, from start to finish. FPM is an independent third party. Confidentiality is assured.
- What are the advantages of a Living Trust?
- Who should consider having a Living Trust?
- How you can gain assurance that, upon your death, your guardianship wishes for minor children and distribution of your valuables are fulfilled as you desire?
- How you can avoid the expensive and time consuming process of probate.
- How you can bless charities of your choice while not decreasing gifts to heirs.
After answering the original and follow-up questions, I was sent a Will, a Grantor Trust, a Power of Attorney, and a Living Will. They were all delivered in a professional binder for long-term storage.
It was easy to follow, free and we are now set.
Working with FPM was really a painless process. Lots of great questions to talk through with my spouse as we planned for our young family. It feels great to have a plan set in place should anything happen.
We attended the seminar with some skepticism. While do-it-yourself wills were in place we didn’t think we needed much else. The entire process from attending the seminar to having a complete package (including deed transfers, car registration, wills, power of attorney, and health care directives) took about 4 hours of invested time.