What are the benefits of a Living Trust? What is an Estate Plan? Planned Giving? Questions like these are common. Many people do not know who to ask, where to go or how to get started. That’s where Living Trust Express can help.
Many people intend to give when drafting their Will or Living Trust documents. However, often the “Gifting” or “Planned Giving” is overlooked. A simple explanation or dialogue works wonders. Gifting money or assets to a faith based organization is simpler that it seems and that’s where Living Trust Express comes in.
Living Trust Express offers to come to your organization for a 30-60 minute informal discussion to educate about the benefits of a Living Trust, Estate Planning and “Planned Giving.” Groups can be small or large. There is a misconception that having a Living Trust or Estate Plan created is time consuming, expensing and complication when in reality the process is relatively simple, affordable and can be completed in typically under a week’s time.
One of the benefits of having Living Trust Express work with your parishioners is that we donate $100 per service back to your organization. Plus, in addition to our expertise in assisting with the creation of Living Trust and Estate Planning documents, we have work with a small team of wealth management professional in case there are investment questions that come up.
If there are any questions or if you would like to schedule a time for Living Trust Express to come out to meet with a group of your parishioners, please contact Carl A. Knoll directly at firstname.lastname@example.org.