GIFT ministry
educational resources

Workshop on Biblical Personal Finances
Estate Planning
Transforming lives of success into lives of significance

Why do we plan?
Make things easier for our family.
Protect our loved ones.
Save taxes and probate costs.
Communicate values and principles.
Want to make a difference in the world.

Why do we plan?

What Is Estate Planning?

Fundamentals of Planning

Federal Estate Taxes:
The Three Rules

Giving Back

GIFT home
counseling resources
giving techniques
Why do we fail to plan?
Denial (excuses we tell ourselves)
Too far in the future
I’ll do it later
I am going to spend it all
My estate will never be that large
Why worry, I’ll be gone, its their problem
My family will know what to do

Fear (I don’t want to think about it)
It is difficult to contemplate our own death
Painful family issues must be addressed
Too many choices to make
I don’t understand the process

What happens if I don’t plan?
I don’t know for sure
My best guess
State Law will determine who gets what
More taxes (estate taxes are optional)
Family will have to figure it out
Need more help from professionals Top

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