Estate Planning - Services by xiaoyounan


									Estate Planning
Your Estate

  Whether you are young, old, rich
       or just comfortable …

Your Estate Includes

 •   Home
 •   Business
 •   Savings
 •   Retirement Plans
 •   Life Insurance Proceeds
 •   Personal Items accumulated as a result
     of your labor and God’s blessings.
Your Estate

     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
Your Estate

  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
Your Estate Plan

A Proper Estate Plan Should:
• Express God’s plan of stewardship
• Provide for all financial and guardianship
  needs for dependants
• 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
We Would
Like To Help
Consider this:

    It is estimated that more than
        50% of Americans do not
            have a current will.
  Yet for most Americans, 91% of their net
  worth is in ASSETS versus the 9% in CASH.
Consider this:

   Without an estate plan in place,
       you have no voice in the
     distribution of these assets.
 They will be distributed by probate court in
    accordance with the laws of your state.
 But You Do
Have A Voice
3 Ultimate Destinations …

    Whether your estate is modest or
  substantial, you have 3 choices when it
 comes to where you direct assets at death.

                • Loved Ones
    • Ministries Having Kingdom Impact
                 • The I.R.S.
Estate Planning

  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.
Estate Planning

             In conjunction with
   (a Christ-centered estate planning firm),
     First Baptist Church Tuscaloosa
     has a ministry in place that will assist
       you in this important endeavour.
Estate Plan Organizer

             Please Visit:
            To complete the
       Estate Plan Organizer
Other Services
Other services Provided

  •   Charitable Gift Annuities
  •   Gift of Retirement Plans
  •   Gift of Stocks/Mutual Fund Shares
  •   Charitable Remainder Trusts
  •   Charitable Lead Trusts
  •   Business Sale – Charitable Planning
 We hope you find this
service a blessing to you
    and your family

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