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Communicating Religious Values in Your Estate Plan
For many clients, religion plays an important role in their life and religious entities are frequent recipients of bequests. There is some beautiful traditional phrasing you can elect to use in your Will or Trust to commend your body to the earth and your soul to your deity or God. While your estate plan is designed to help your family and loved ones at your death and to provide for the final dispensation of your assets, it can also be used to communicate religious beliefs and values, through not only the words, but also the detailed directions.
- Bequests to Charitable and Religious Institutions: As you direct the distribution of your assets, you can choose not only to leave a portion of those assets to a religious institution, you can also provide specific directions as to what is done with those funds through those entities. For example, a directed donation to your church's building fund means your money is used specifically for the building fund verses mission trips, for example.
- Guidelines for Burial: Your estate plan is a great way for you to detail your preferences for your burial and ceremony that follows your religious beliefs, cultural values, or favored traditions. The costs of your funeral will likely have to be paid out of your assets if you have not already pre-paid for those services. Whether you have made arrangements in advance or not, a completed estate plan provides a way to express your desires to your grieving family with guidance on how you wish to be honored and celebrated.
- Direct Estate Administration: You can provide instructions for administrating your Will or Trust that are in line with your religious values. This can include requiring your trustee to consider certain values when managing or investing the assets. You can also specify how disputes will be handled in the event there is an argument or disagreement.
- Provide for Education: If you have children or grandchildren, you can specifically provide funding for their religious education. This could be a simple as funds to send them to a summer camp of your choice or fully paying for their education at a private religious school or college.
Your estate, whether conveyed by a Will or Trust, can be structured in a way that conveys your religious beliefs through both words and actions. When choosing the administrator or Trustee of your estate, you can give preference to one who shares your religious values and choices, who ensures that decisions will be made in line with your detailed directions. Choose someone that you are confident is capable of not only handling the paperwork involved in the probate or administration processes, but who can understand your religious values and make decisions that reflect those values. If you don't have anyone who has the necessary mix of skills, you can elect to appoint someone who you believe has the desired values and provide for professional support in the form of lawyers and financial assistance who understand you and who can help direct them in the administration of your estate.
Setting up your customized estate plan, one that reflects your goals and specific situations, coupled with helping your family see your wishes through to the end is our focus at Thomas Walters Estate Planning. Reach out to us today to learn how we can help you craft the plan that meets your needs now and in the future. Find the plan that gives you the perfect peace of mind knowing your exact wishes will be met.
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Snapping With Shayla
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| Stacey Walters daughter Shayla |
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When Shayla's heart unexpectedly stopped at 5 months old, she was left severely disabled. Her story forms the pillar of our practice: If we aren't prepared for the unexpected, the people we hurt the most are the ones we love, so we all need a plan! But not just any plan- a perfect plan for your family! At Thomas Walters, PLLC, our goal is to educate you, so you know that the plan you have is perfect! Today and always.
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Estate Planning Seminar Dates
To register for our January events, use the number below!
Register today! 888-787-1913
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Wake Forest
Monday, Jan. 8
La Foresta
203 Brooks St.
11:00am-12:30pm
Lunch following
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Raleigh
Monday, Jan. 8
Nantucket Grill
1145 Falls River Ave.
6:30-8:00pm
Dinner following
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Cary
Tuesday, Jan. 9
Egg and I
1104 Ledsome Ln # 101
10:30am-12:00pm
Lunch following
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Cary
Tuesday, Jan. 9
Lugano
1060 Darrington Dr.
5:30-7:00pm
Dinner following
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Raleigh
Wednesday, Jan. 10
Coquette Basserie
4351 The Cir At N Hills, St.
11:00am-12:30pm
Lunch following
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Durham
Wednesday, Jan. 10
Bocci
5850 Fayetteville Rd.
6:30-8:00pm
Dinner following
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Carrboro
Thursday, Jan. 11
Hickory Tavern
370-110 E. Main St.
6:30pm-8:00pm
Dinner following
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Greensboro
Tuesday, Jan. 16
Southern Lights Bistro
2415 A Lawndale Dr.
11:30am-1:00pm
Lunch following
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Burlington
Wednesday, Jan. 17
Cutting Board
2699 Ramada Rd.
6:00-7:30pm
Dinner following
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Thursday, Jan. 18
Nina's
111 Central Park Ave. #L
6:00pm-7:30pm
Dinner following
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Charlotte
Thursday, Jan. 18
Vine American Kitchen
13735 Conlan Cir
11:30am-1:00pm
Lunch following
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Charlotte
Thursday, Jan. 18
Vine American Kitchen
13735 Conlan Cir
6:00-7:30pm
Dinner following
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Greensboro
Tuesday, Jan. 23
Southern Lights Bistro
2415 A Lawndale Dr.
6:00-7:30pm
Dinner following
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Cornelius
Thursday, Jan. 25
Alton's Kitchen
19918 N. Cove Rd.
6:00-7:30pm
Dinner following
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Huntersville
Monday, Jan. 29
Red Rock
8712 Lindholm Dr.
6:00-7:30pm
Dinner following
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Client Testimonial
"Stacey Walters is a complete professional when it comes to Estate Planning. She is very knowledgeable and asks the right questions for getting the proper information in the will, living will, power of attorney and the consolidated trust. My wife and I are very satisfied with every element of her work. Her positive personality is a real plus."
- Mr. & Mrs. Hart, Holly Springs, NC
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Locations
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Chapel Hill:*
1000 Environ Way
3rd Floor, Regus Offices
Chapel Hill, NC
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Raleigh-
Main:
Access Office Center
8801 Fast Park Dr. Ste. 301 Raleigh, NC 27617
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ExecuBusiess Center
10130 Mallard Creek Rd. Ste. 300 Charlotte, NC 28262
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4904 Waters Edge Dr.
Ste. 159
Raleigh, NC 27606
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Charlotte-
South:
Ballantyne Business Center 13850 Ballantyne Corporate Pl. Suite 500
Charlotte, NC 28277
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Greensboro:*
Byron Offices Suites
7-B Corporate Center Dr. Greensboro, NC
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* by appointment only
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