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Legacy Giving - Planning Wisely

- Free Estate Planning Guide
  
  Compliments of the Catholic Foundation of Northeast Kansas (CFNEK), the parish offers an estate planning guide to help you list your assets and bequests.
- Guide includes forms and lists to fill out that your attorney will ask for if you are planning to make a Will or Trust.
  Some attorneys will provide their own estate planning guides for your use.
  
  CLICK HERE to order your free guide.
- DESIGNATED BENEFICIARY
  
  The Easiest way to get started with planning your legacy wisely is simply by designating your beneficiaries.
  
  LEARN MORE - EXPLORE BENEFITS
  
  LEARN MORE - Considerations of the different types of Beneficiaries who could inherit your IRA or 401(k).
  
  EXAMPLE OF USE
  
  Holy Spirit Parish Federal ID #: 48-0926316.
- Our legacies are created by how we use the gifts God has given us and how we distribute our assets to family and charity.
  A Will and Testaments enables you to put your voice behind how you would like your gifts distributed after you pass. The State of Kansas offers inheritance laws. Visit the GIFTLAW PRO LIBRARY, click on "State Regulations", then "Kansas" for detailed regulations.
  For the basics on understanding Wills and Bequests, CLICK HERE.
  A will goes through Probate. A trust does not. Understand the "perils" of Probate: READ
  Holy Spirit Federal ID #: 48-0926316
- TRUSTS
  
  The items held in a Trust and then distributed to heirs and charity upon your death by your chosen Trustee can be revocable or non-revocable depending on the type of Trust. There are many types of trusts. Some of the most important benefits of choosing a Trust over a Will or having a Trust and a Will, both, are:
  That they allow for more creativity in making charitable gifts today to charity that will increase charitable tax deductions, today, or provide an income source to yourself, or a family member, heirs, or a charity. They also do not go through Probate the way a Will does, so heirs and charity can receive their inheritance quickly.
  
  It is typically necessary to have at least $250,000 in assets for a Trust to hold for a person to really need a Trust. To know the best Trust for your life and/or estate plans contact a Catholic attorney.
  
  Watch a Video about Trusts. CLICK HERE
- INSPIRATION
  
  "If money touches our relationships with family members as well as the world beyond our home, it also reaches into our interior life. It is interesting that the phrase, "personal worth" can mean both the extent of our financial assets and our value as a human being" (Fr. Henri Nouwen.)
  Reflection: Does having, or not having money affect your self-esteem, or your sense of value?
  Church: Remember you are made in the "image and likeness of God" and your dignity arises from this Truth and then from this starting point you can learn from the Church how money can create an image you want to present to others.
- INSPIRATION
- Advance Health Directive
  
  Also known as a "Living Will", the Archdiocese of Kansas City in Kansas offers these forms in a guide, "Catholic Guide of End of Life and Establishing of Advance Directives."
- 23 Page Resource
  
  The Guide includes a Durable Power of Attorney for Health Care Decisions form and and Advance Declaration on Life and Natural Death form. CLICK HERE to download the full guide, print the forms, fill out, and then have Notarized.