Trusts & Estate
October 1, 2015
Religious issues are too often overlooked in the estate-planning process. For the nearly 70 million
Catholics living in America, about one in every five Americans, this is unfortunate and
unnecessary. For many clients, their Catholic religious issues are important, especially when facing a
crisis, such as a terminal illness or the impending loss of a loved one. What can be done to infuse
legal documents and planning with these values?
Each aspect of a plan: financial, retirement, insurance, death (dispositive scheme) and post-death (for
example, trusts for heirs) can be tailored with the Catholic values that may be important to a client’s
life generally. Small changes, however, can make a tremendous impact to the client, his heirs and the
causes he believes in. Each change can be planned and implemented to be consistent with the client’s
particular beliefs and wishes.
Read their commentary here.
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