Estate Planning

Remembering Granite Springs through your Estate Plan

What is an Estate Plan?

An estate plan usually consists of a will and/or trust that provides for the disposition of one’s property at the time of death.

Why have an estate plan?

A will or trust is one of the most important documents you will ever sign. Yet over 60% of individuals never make a will due to procrastination.

If you do not have an estate plan, the state of California has one for you and will dispose of your property along its guidelines, often not according to your wishes.

Think about all the things an estate plan enables you to do:

  • An estate plan lets you direct precisely who will receive the property you have accumulated over a lifetime.
  • Your estate plan lets you appoint guardians for your minor children or can contain a trust that provides financial security and money management for family members who need financial assistance.
  • A skillfully drafted plan allows your family to minimize estate taxes and other costs that may deplete your personal assets.
  • An estate plan enables you to remember worthwhile causes and institutions like Granite Springs Church.

How to establish an Estate Plan?

Establishing a plan is neither expensive nor difficult relative to the rewards of peace of mind and personal satisfaction. Moreover, an estate plan is a gift to your heirs that greatly simplifies the estate process at the time of your death.

Getting help is easy…

  • You can begin by contacting an estate planning attorney. If you don’t have one, Granite Springs recommends a free consultation from the Barnabas Foundation.
  • A representative from the Barnabas Foundation will meet with you one on one. In this meeting, you will establish goals and priorities for your estate plan. The Barnabas representative will provide you a written summary of your decisions that will guide your attorney in drafting your will or trust.
  • Barnabas will not draft your will or trust. Barnabas will set you up for a fruitful and efficient meeting with your attorney.

What is the Barnabas Foundation?

Barnabas is a non-profit organization that helps families and individuals make wise and stategic plans for charitable giving.

They..

  • assume complete confidentiality in the planning process.
  • do not sellĀ investment products.
  • do not ask for any gifts.
  • provide planning services free of charge.
  • are independent of Granite Springs Church.
  • will help you include Christian charitable causes in your estate plan.

Naming Granite Springs in your Estate Plan.

By naming Granite springs Church as a beneficiary in your estate plan, you can have a significant impact on the future of Granite Springs in South Placer county and on the future of many new churches in the Sacramento region.

Please consider including Granite Springs in your estate plan today.