VALUES-BASED ESTATE PLANNING A special free and confidential opportunity provided by Grace-St. Luke's Church
Since the first Book of Common Prayer, Episcopalians have been encouraged to make a will, to provide for their families, and to make bequests for religious and charitable purposes, if possible. The pandemic has highlighted just how easily the unexpected can occur – and how important it is for all of us to have the proper directions in place. We hope you’ll take advantage of a unique opportunity for values-based planning with Jeremy Pharr of Thompson & Associates (www.ceplan.com), a firm that works exclusively with nonprofit organizations and offers expertise in charitable estate planning strategies. Values-based estate planning is a personalized process that’s for everyone. You’ll work with Jeremy to develop a plan for you and your loved ones that highlights your values, captures your priorities, outlines your intentions, and protects your assets. Through a generous gift to the parish, this service is provided at no cost to Grace-St. Luke’s Church members. Whether you need to create a plan, want a second opinion on an existing plan, or just have questions about your planning, Jeremy can help.
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Large or small, your estate plan can: be a living document that reflects what you value most give you the opportunity to continue to have an impact on the people and places nearest and dearest to your heart be evaluated to ensure it’s a true reflection of your aspirations
