As Christians, there are many ways I can create a faith-based estate plan to protect you and your family. For many clients, this can include planning such as:
- Trusts for Christian education for our children
- Guardianships for our children
- Healthcare directives to ensure your faith is respected if you are in medical need
- Bequests left for the church in the event of our passing
My Personal Planning Essentials
To help my clients be organized and simplify the location of their information in case of an emergency, I offer a free checklist, My Personal Planning Essentials, that can be downloaded at any time. This checklist provides a central location for your important information. Information about your trusted advisors, your primary care doctors, accessing your digital assets, and the location of your estate planning documents is included in one convenient location.
Many of my clients ask for additional copies and download the checklist from my website, so their loved ones know where the important information is located.
Documents You Shouldn’t Buy Online
I’ve also written a free report on the Documents You Shouldn’t Buy Online:
- Health care power of attorney
- Estate plan documents
- Loan documents with family
- Prenuptial agreements
Each of these documents has important legal implications and shouldn’t just be left to a “Do-It-Yourself” website that is carelessly inserting your information into a generic form. If you click the wrong box or answer the wrong question, your entire plan can be undone without any warning to you.
As a special thanks to fellow parishioners, I offer a free consultation. We’ll sit down and review your current will and other estate plan documents. We often find that your documents may need a small update (a codicil). Other times, it may have been a while, and it’s time to update your entire set of documents. If you don’t have a will, it’s a great opportunity to discuss why you probably should have one. They don’t have to be complex or intimidating.
And as a thank you for taking the time to sit down with me, we can create a HIPAA Authorization for you to take with you. It will ensure that your loved ones have access to your medical records in case you’ve been in an accident and require immediate medical care.
Complete the form below, then call (877) AMAYERS and mention your “Christian Consultation” to schedule a FREE faith-first consultation with me personally. I’ve set aside specific appointment times for you, but you need to schedule our meeting soon to ensure you get one of the spots.
I am available to clients for in-person meetings from both my Edina, Minnesota and Brooklyn, New York offices. However, if you prefer, we can also meet virtually.