2 minute read
Stewardship
VALUES-BASED ESTATE PLANNING
A special free and confidential opportunity provided by Grace-St. Luke ' s Church
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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.
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.
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.
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
Here's how it works:
Jeremy comes to the church once a month and works with you (and anyone else you choose to have present) to develop an estate plan that aligns with your needs and values. Meetings typically take place in a private room in the church, and all information you share with him will be held in the strictest confidence. None of your information will be disclosed to anyone at Grace-St. Luke’s or elsewhere unless you direct it.
Jeremy’s job is to help you come up with a plan, using your personal values, to meet your needs and those of your loved ones. Because of a generous gift to the parish, we’re able to offer his expertise and advice to you absolutely free of charge and with no obligations.
Jeremy does not draft documents, manage money, sell any products, or ask you to make a gift. He and his firm, Thompson & Associates, provide unbiased counsel in connecting your lifetime values with strategies that work for you.
If you already have an estate plan, Jeremy can provide objective advice about the most up to date options you may want to consider. Folks who believed they had the best plans available have found new opportunities and tax savings after working with him.
If you’d like to learn more or are interested in scheduling some time with Jeremy, please contact Membership & Stewardship Associate Chapman Morrow at 901.252.6328 or cmorrow@gracestlukes.org.
