Estate Planning - The Carpenter's Plan

The Carpenter’s Plan

 Free Personal Planning Sessions  

 

The Carpenter’s Plan will be here on Friday, April 13, 2012 for free Personal Planning Sessions. Please contact at 686-7187 x236 to request an appointment or to ask any questions.  This is an amazing opportunity for everyone…for those without a will, to those that have an estate plan that needs updating, to those that would just like a free “second opinion”.    

Estate planning is an aspect of Stewardship, a discipline that is expected of Christians. In fact, to spend time to purposely and prayerfully plan one's estate may be the most important act of stewarship a Christian ever takes.  Understanding this, our church has engaged nationally recognized experts to help our families set their personal financial priorities. Representatives with The Carpenter’s Plan are professional estate planners with more than 200 years of combined service in the area of charitable estate planning. The Carpenter’s Plan team includes a few of the nation’s most successful planning professionals and some from our nation’s top estate planning law firms. Their sole purpose is to help you accomplish your financial priorities.

There are many benefits from working with The Carpenter's Plan including:

  • They have no products to sell and their services are free to every member. 
  • They have planned estates ranging in size from $2,600 to over $900,000,000
  • Their services are very comprehensive and based on the latest tax laws.  Our tax laws have had numerous changes and all estate plans or wills done before 2001 should be reviewed.

Many leaders of this congregation believe this is an important part of our spiritual lives and have graciously paid for this service to help each family get their financial house in order. This educational information and process is provided to you with no current or future obligation. Everything you share with a Carpenter’s Plan professional will remain confidential.

Information Provided by The Carpenter’s Plan to Each Estate Planning Participant:

  • A Values Based Estate Planning Questionnaire to help you and the Carpenter’s Plan professional better understand your objectives and goals
  • One hour private meeting with a Carpenter’s Plan representative
  • List of Recommendations to assist you with your attorney and/or legal/tax advisors
  • Supporting illustration for any complex recommendations (example: charitable trust)
  • The Carpenter’s Plan professional will analyze and recommend any need for long-term care insurance or disability insurance, as well as cash-flow analysis
  • Explanation of steps you will need to take next; suggest a plan to implement your plan
  • Personal Financial Affairs Record
  • Checklist Of Information to Keep In Your Safe Deposit Box
  • Annual Estate Planning Review Checklist
  • The Role Of A Guardian and Executor
  • A Draft Of A Letter To Loved Ones