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Why is your Estate Plan a legacy of eternal love? If you were to ponder for a while, you will recall the many benefactors that had been instrumental in making what you are today. Now is the time for you to think about your life and how you can leave a legacy, to leave a trail for others to follow you. To make a difference in others’ lives is a selfless act of love…. Your Estate Plan is a legacy your eternal love…. Would you wish you had left a legacy to your favorite charity? Your legacy is IMPORTANT.

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Why is your Estate Plan a legacy of eternal love? If you were to ponder for a while, you will recall the many benefactors that had been instrumental in making what you are today. Now is the time for you to think about your life and how you can leave a legacy, to leave a trail for others to follow you. To make a difference in others’ lives is a selfless act of love…. Your Estate Plan is a legacy your eternal love…. Would you wish you had left a legacy to your favorite charity? Your legacy is IMPORTANT.

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2 trust planning

3 planned giving

4 illustrations

5 read more…

6 search for

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8 estate planning

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Caritas Legacy & Estate Planning » Home | caritaslegacy.com Reviews

https://caritaslegacy.com

Why is your Estate Plan a legacy of eternal love? If you were to ponder for a while, you will recall the many benefactors that had been instrumental in making what you are today. Now is the time for you to think about your life and how you can leave a legacy, to leave a trail for others to follow you. To make a difference in others’ lives is a selfless act of love…. Your Estate Plan is a legacy your eternal love…. Would you wish you had left a legacy to your favorite charity? Your legacy is IMPORTANT.

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caritaslegacy.com

1

Trust Planning | Caritas Legacy & Estate Planning

https://www.caritaslegacy.com/estate-planning/trust-planning

Why Trust when you already have a Will? Beside a Will, setting up a Trust is the next important instrument to consider when implementing your Estate Plan. A Trust offers more flexibility in that your assets can be managed and distributed during your lifetime or thereafter. What is a Trust? A Trust can exist in 2 forms:-. Testamentary Trust - The Trust exists in the Will and takes effect on the death of the Testator. It is always revocable before death as it is in a Will. Why use a trust? One of the most ...

2

Illustrations | Caritas Legacy & Estate Planning

https://www.caritaslegacy.com/estate-planning/illustrations

Illustrations of a hypothetical case regarding Will, Testamentary Trust and Living Trust. Mr and Mrs Lim, both aged 39 are successful executives who travel frequently oversea for work assignments. They have 2 children aged 8 and 5. Both have elderly parents in their late 60’s. What are the concerns of Mr and Mrs Lim? In the event of pre-mature death, to provide for the following:-. Children’s health, medical and maintenance. Livelihood of elderly parents. 2 Testamentary Trusts in Will. Mr Tan, aged 45 a ...

3

Illustrations | Caritas Legacy & Estate Planning

https://www.caritaslegacy.com/illustrations

Illustrations of a hypothetical case regarding Will, Testamentary Trust and Living Trust. Mr and Mrs Lim, both aged 39 are successful executives who travel frequently oversea for work assignments. They have 2 children aged 8 and 5. Both have elderly parents in their late 60’s. What are the concerns of Mr and Mrs Lim? In the event of pre-mature death, to provide for the following:-. Children’s health, medical and maintenance. Livelihood of elderly parents. 2 Testamentary Trusts in Will. Mr Tan, aged 45 a ...

4

Planned Giving | Caritas Legacy & Estate Planning

https://www.caritaslegacy.com/estate-planning/planned-giving

Have you included Planned Giving in your Estate Plan? What is Planned Giving? It is a process to determine which giving technique that best allows you, the planned Giver, to commit a gift to a specific non-profit organization you have a passionate interest in during your lifetime and/or after your death. This is usually done after you and your family’s needs are adequately taken care of. If your top marginal tax rate is 5%, you save $125 of tax payable or. What you can offer to fund Planned Gifts? Planne...

5

A Christian approach to Estate Planning … leads a Giver’s heart to Jesus | Caritas Legacy & Estate Planning

https://www.caritaslegacy.com/2009/11/12/a-christian-approach-to-estate-planning-leads-a-givers-heart-to-jesus

Laquo; Why I had a Will and Living Trust drawn up? Your Legacy making a difference in the lives that follows. A Christian approach to Estate Planning … leads a Giver’s heart to Jesus. Does the Bible have specific instructions regarding inheritance, legacies and other matters that are important to our Estate Plan? What distinguishes Christian Estate Planning from a secular one? What is so unique about Christian Estate Planning? We need to serve God who owns our assets and to use them for the strengthening...

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Caritas Legacy & Estate Planning » Home

Why is your Estate Plan a legacy of eternal love? If you were to ponder for a while, you will recall the many benefactors that had been instrumental in making what you are today. Now is the time for you to think about your life and how you can leave a legacy, to leave a trail for others to follow you. To make a difference in others’ lives is a selfless act of love…. Your Estate Plan is a legacy your eternal love…. Would you wish you had left a legacy to your favorite charity? Your legacy is IMPORTANT.

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