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Christian BLVRs FROM: Jim Bramer,
RE: BLVR wills and Estate Planning Originated in February 1997
Be sure and read about "Personal Finance Spending Control" resources found at 0400
>>> The objective of this exercise is to help the BLVR conclude and care for some matters related to Wills and Estate Planning.
>>> This applies to NOT just to senior Citizen BLVRs
>>> A Righteous Estate Planning truism is to have a current will prepared within the last five years as you work with your attorney and with Ministry counsel, if applicable.
>>> Not every physical assets needs to go through probate
>>> Produce some Philosophy/Policy declarations
>>> Produce a Self Exam
>>> Vehicle matters
>>> Value in an informal letter to family members --- especially if their assets are liquid, or cash, within (1)RSATs, etc. Especially if it takes the place of a legal will and the need for flowing assets through probate, etc.
(1) Revocable Savings Acct Trust -- whereby money is placed within a Savings account at a Credit Union and the money moves directly to the recipient upon death verification.
>>> What about other Righteous BLVR Estate Planning Tools benefiting Ministries click here for more comments directed of this nature directly to a Ministry that might include:
- Gift Annuities
- Charitable Remainder Trust
- Endowments both during life time and upon death.
>>> Matters above are VERY OVERVIEW-ISH --- contact us at Jim@bcidot.org if you have comments/questions - - -
" FREQUENTLY USED TERMS " ABOVE INCLUDE:
BLVR = Believer in the Lord Jesus Christ as Savior
RSAT -- whereby money is placed within a Savings account in a Credit union and the money moves directly to the recipient Ministry upon death verification.
RPFin = Righteous Personal Finance
The bulk of this Publication originated in February 1997 and was UPTD: March 09, 2012
HOME | ABOUT US | OUR PURPOSE | SITEMAP | COMPUTER FUND ACCTG | HELPS Contact: Jim@bcidot.org