3 Must-Haves for a Worry-Free Plan - Wills, Beneficiaries and POAs

A completed estate plan is a powerful way to honor God, provide for your loved ones, and support the causes that matter most to you.

What should your plan include? Here are three important elements:

1.    Will or Trust
A will or trust specifies the next stewards of your God-given resources when you no longer need them. Having this completed and up-to-date provides you and your loved ones peace of mind, knowing your values will be honored and your wishes will be carried out. 

2.    Beneficiary Designation Forms
An important part of the estate planning process is designating your beneficiaries of retirement accounts, insurance policies and other financial accounts. This ensures your assets will be given to the people and causes close to your heart, in alignment with your will or trust.

3.    Power of Attorney Documents
Power of attorney documents allow you to appoint trusted representatives to handle your financial and health decisions if you can no longer make decisions on your own. These documents shield your loved ones from costs and conflict, reducing confusion or arguments over what’s in your best interest.

What else should your plan include? Request your free copy of “Roadmap to a Completed Will” by calling our Planned Giving Advisor, Josh Remer at 616.223.5885 or email [email protected].