Do I Need an Estate Plan?

1. Do I (or my spouse) own a home, vacation house, or any other property?

2. Do I (or my spouse) have any retirement plans such as an IRA or 401-k?

3. Do I (or my spouse) have an insurance policy on my life?

4. Do I (or my spouse) have someone I would like to provide support for in the event of my passing?

5. Is there some organization I would like to leave money to?

6. Do I want to assure my savings will be used to provide for my needs - even if I am incapable of making correct decisions?

7. Do you already know that your assets exceed the exemption for estate taxes?

If you answered "Yes" just once to any of the above questions, You need an Estate Plan!
Each additional positive response only multiplies the critical importance of seeking professional assistance for the completion of an estate plan that will be consistent with you personal values and goals.

To take the next steps you can:

1. Contact the Church office for assistance.
2. Contact The Carpenter's Plan professional. (Click here)