ESTATE PLANNING MINISTRY

ESTATE PLANNING MINISTRY

Back to the Bible

Whether you are young,

old, rich

or just comfortable,

Whether you are young,

old, rich

or just comfortable,

you have an estate. you have an estate.

• Home• Home

It includes your:It includes your:

• Business• Business

• Personal items accumulated as a result of your labor and God’s blessings

• Personal items accumulated as a result of your labor and God’s blessings

• Savings• Savings• Retirement Plans• Retirement Plans• Life Insurance Proceeds• Life Insurance Proceeds

How you choose to steward

the resources God has entrusted to

you matters a great deal

to the One who owns it all.

How you choose to steward

the resources God has entrusted to

you matters a great deal

to the One who owns it all.

“the world is mine, and all that is in it.” – Psalm 50:12b

“the world is mine, and all that is in it.” – Psalm 50:12b

It is important to use your estate

assets to their fullest potential

for your family and for His glory.

It is important to use your estate

assets to their fullest potential

for your family and for His glory.

“Moreover it is required in stewards that one be found faithful.”

-1 Corinthians 4:2

• Provide for all financial and guardianship needs for dependents

• Provide for all financial and guardianship needs for dependents

A Proper Estate Plan Should:A Proper Estate Plan Should:

• Express God’s plan of stewardship• Express God’s plan of stewardship

• Transfer the assets God has entrusted to you to individual and charitable beneficiaries

• Transfer the assets God has entrusted to you to individual and charitable beneficiaries

• Transfer your estate in a tax efficient manner with the least possible amount of heartache, cost or delay

• Transfer your estate in a tax efficient manner with the least possible amount of heartache, cost or delay

We would like to help

We would like to help

It is estimated that more than 70% of It is estimated that more than 70% of Americans do not have a current will. Americans do not have a current will.

It is estimated that more than 70% of It is estimated that more than 70% of Americans do not have a current will. Americans do not have a current will.

Consider this:Consider this:

Yet for most Americans, Yet for most Americans, 91% of their net worth is in ASSETS 91% of their net worth is in ASSETS

versus the 9% in CASH.versus the 9% in CASH.

Yet for most Americans, Yet for most Americans, 91% of their net worth is in ASSETS 91% of their net worth is in ASSETS

versus the 9% in CASH.versus the 9% in CASH.

Without an estate plan in place, Without an estate plan in place, you have no voice you have no voice

in the distribution of these assets. in the distribution of these assets.

Without an estate plan in place, Without an estate plan in place, you have no voice you have no voice

in the distribution of these assets. in the distribution of these assets.

Consider this:Consider this:

TheyThey will be distributed will be distributed by probate court in accordance with by probate court in accordance with

the laws of your state. the laws of your state.

TheyThey will be distributed will be distributed by probate court in accordance with by probate court in accordance with

the laws of your state. the laws of your state.

But You Do Have a Voice

But You Do Have a Voice

3 Ultimate Destinations…3 Ultimate Destinations…

• Loved Ones

Whether your estate Whether your estate is modest or substantial, you have is modest or substantial, you have

3 choices when it comes to 3 choices when it comes to where you direct assets at death. where you direct assets at death.

Whether your estate Whether your estate is modest or substantial, you have is modest or substantial, you have

3 choices when it comes to 3 choices when it comes to where you direct assets at death. where you direct assets at death.

• Ministries Having Kingdom Impact

• The I.R.S.

We recognize that designing your estate can be a very personal

and complicated process.

We recognize that designing your estate can be a very personal

and complicated process.

Our desire is to take this complex process and simplify it for you.

Our desire is to take this complex process and simplify it for you.

Back to the Bible

and PhilanthroCorp

(Christ-centered estate planning firm),

have a ministry in place that will assist

you in this important endeavor.

Back to the Bible

and PhilanthroCorp

(Christ-centered estate planning firm),

have a ministry in place that will assist

you in this important endeavor.

Please visit:

www.backtothebible.org/epo

to complete the

Estate Plan Organizer

Please visit:

www.backtothebible.org/epo

to complete the

Estate Plan Organizer

To learn more:To learn more:

Other Services Provided

Other Services Provided

• Charitable Gift Annuities

• Gift of Retirement Plans

• Gift of Stocks/Mutual Fund Shares

• Charitable Remainder Trusts

• Charitable Lead Trusts

• Business Sale – Charitable Planning

• Charitable Gift Annuities

• Gift of Retirement Plans

• Gift of Stocks/Mutual Fund Shares

• Charitable Remainder Trusts

• Charitable Lead Trusts

• Business Sale – Charitable Planning

We hope you find this service a

blessing to you and your family

We hope you find this service a

blessing to you and your family

PHILANTHROCORPAmerica’s Planned Giving SolutionSM