2024 Legacy Planning

Q: Who Needs an Estate Plan?
A: Everyone.
Your estate includes everything you own, regardless of size. If you want your assets to be given to the people and charities you care deeply about after your passing, then it is important for you to establish a formal estate plan. Not only will it give you peace of mind, but your loved ones will also appreciate not having to make tough, stressful decisions during an already tough time.

There are five key elements to an effective estate plan: (1) financial power of attorney, (2) will, (3) beneficiary
designations, (4) charitable beneficiary designations, and (5) health care documents, such as a living will and a health care power of attorney.

Please consult an attorney and financial advisor when drafting your will or trust. If you would like more information on how to make a Legacy Planning gift to St. Paul VI Parish,  please contact Jane Birmingham at 708-447-1020 or [email protected].