Legacy Planning – workshops, web resources, topical brochures and one-on-one personal assistance all provided free of charge, without obligation and no products or services are sold. Legacy Ministry provides these resources to help you make biblically based and Spirit-led stewardship decisions for the benefit of your family and His Kingdom.

• Planning Review – Life events (yours and that of your family) coupled with frequently changing income tax and estate tax laws make it a challenge to know if your present plans are most beneficial or appropriate.  Is it time to review your present situation to be sure it is up to date?  Legacy Ministry does not replace your current advisers, we coordinate with them to make sure your present and future plans maximize your resources for you and your heirs.

• Documents Organization – Do you ever wish you could clean out the growing pile of documents and papers you get from banks, brokerage houses, investment and insurance companies?  You would, but you are not sure what you need to keep and what can be tossed out.  Legacy Ministry can help you organize and stay on top of all your important financial and legal paperwork.

• Planned Giving – Increasing numbers of people are finding that charitable giving tools and strategies can be used to bypass capital gains, increase income and create charitable deductions.  From a simple estate plan bequest to complex charitable trusts, Legacy Ministry will help you understand these techniques and how to use them to accomplish your objectives.

• Legacy Planning – There comes a point in our lives when we ask some difficult questions.  What difference will my life have made?  What does it mean to leave a legacy?  Will I be remembered for my valuables or my values?  How can I make a positive impact on future generations?  These are tough questions to face, but working through them yields immense personal satisfaction.  Legacy Ministry can help you address these questions with practical steps and assistance.
  

 

All Services are Confidential and Free of Charge.
No Financial or Insurance Products are Sold.

Services offered by Central Christian Church in contract with Planned Stewardship, LLC.