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Faith Based Estate Planning

Special Needs Trust
As a person of faith, you likely want to transmit religious values and/or requirements to your surviving family members. Many faiths also have clear directives on how assets and property are transferred. You may have special desires, customs, or requirements you want to include in your estate plan. You may have charitable planning preferences as well.

​Faith-based planning allows you incorporate your religious beliefs into your estate planning documents. For example, faith-based planning might include:
  • A document that expresses your faith and the values you hope your posterity will adopt
  • Provisions that incentivize certain conduct among your heirs or beneficiaries
  • Provisions that specify end-of-life desires in compliance with your religious beliefs
  • Gifts to charity or the creation of an institution that will use your assets to promote religious and/or charitable objectives after your death
  • Appropriate funding tools that will ensure that a surviving spouse and/or children will be cared for in case of your death or disability
At Inter Vivos, we recognize the importance of your religious beliefs and will work with you to be sure those beliefs are adequately addressed in your documents. Give us a call to see how we can help.

E-book: "Estate Planning For The Family Forest"

E-book for Special Needs Trust
Planning for your posterity is an important matter especially if you want to help generations of your family tree well into the future. You want them to be rooted in family values, while having the space and freedom to grow individually. Our upcoming E-Book, "Estate Planning For The Family Forest" discusses important aspects of multi-generational planning including what can be done in your planning, how to nurture values, and how to incentivize your posterity to grow the family tree the way you would want them to.

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