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Ministry
Advance Foundation’s services are available at no cost
or obligation to people affiliated with the CB family
of ministries.
If you don’t complete an estate plan, the state in which
you live has already made a “will” for you. Unfortunately,
it does not take your desires into consideration and
could prove costly.
Effective estate planning includes:
• Providing for loved ones through a will or trust.
• Making decisions about financial desires before an
emergency prevents you from doing so.
• Designating a guardian and/or trustee for minor children.
• Reducing settlement costs and estate taxes.
• Creating a business-succession plan for family-owned
businesses.
• Remembering the church and other favorite charities.
• Providing lifetime income for yourself and/or loved
ones, especially those who are disabled.
• Leaving a Christian testimony in your will.
• Preparing health-care directives.
What Ministry Advance Foundation will do for you:
•
Provide
trustworthy Christian guidance by a representative who
will walk you through the process of setting up and
completing your estate plan.
• Help you make the most of the expensive, yet essential,
time an attorney spends preparing your will or other
estate-planning document.
• Answer your questions and provide useful data-organizing
forms.
Contact
Ministry Advance Foundation for more information about
any of the following services:
Planned Giving:
Estate design including wills, trusts, tax planning,
business succession, gift annuities and related areas.
Trust Management:
Administration and asset management for charitable
trusts.
Endowment Management:
Setting up and managing endowed fund.
Donor Advised Fund:
Creating a philanthropic fund in which the donor
receives a current income tax deduction. The donor plays
a more active role by recommending at a later date which
charities will benefit.
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