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    Catholic Considerations and Estate Planning

    WealthManagement.com
    Oct 01, 2015

    Martin M. Shenkman 

    Pope Francis recently concluded a 10-day tour de force in the United States. He was
    met by huge crowds in spite of massive security efforts and followed on television no
    doubt by tens of millions of others who couldn’t see him in person. Almost every
    aspect of his visit was a testament to his vision of Catholic values, from his choice of
    vehicle to his outreach to inmates, those with disabilities and others. His
    impromptu speech and the testimonials at the Vatican-sponsored World Meeting of
    Families was a veritable checklist of values and aspirations. Catholics transfixed by
    the Pope Francis and his visit can integrate many of these values and aspirations
    into their estate plan.

    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?

    Read his commentary here.

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