4900-01 BLVR Wills and Estate Planning

                            

                        - - - - - - Jesus, Saviour, Pilot Me ! - - - - - -

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                        TO:  Interested Christian BLVRs                                                             FROM: Jim Bramer, Retired CPA
                                                                                                                                                  FILE:  4900-01/rpf

                         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   

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