Date and Time of Webinar: Wed, Jun 19, 2019 3:00 PM – 4:00 PM EDT.
Description: Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more. Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Christian concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Christian values. Within a week a recording will be posted, with additional handout materials to the webinar tab on this website www.shenkmanlaw.com/webinars. The power point for that presentation can be found by clicking on the following: One Slide Per Page or Three Slides Per Page.
Registration: You can register for this webinar by clicking here.
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