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St. Paul’s has contracted with SFC Estate Coaching (the same firm used by Wisconsin Lutheran High School) to coach individuals or families through the estate planning process.
The process includes two in-person or online meetings of about 45 minutes with our Estate Coach Craig Mellendorf. At the first meeting he will ask you questions about you and your family and what you hope to accomplish in your estate plan. Some of the questions you will be able to answer. The questions you can’t answer in the meeting become your homework to prepare for the next meeting. After the second meeting, Craig will prepare information to make you “attorney ready” to minimize the legal costs and maximize the benefits to your heirs and any charitable giving you want to do. Craig can also provide a list of attorneys in the area with whom he is familiar.
This estate coaching is provided by St. Paul’s as a service to our members.
For more information about the estate coaching process, contact Pastor Panitzke or Church Administrator Randy Fink using the contact form.
30% of the fund is available for distribution each year. Distributions are determined at the annual voters’ meeting. An estate gift placed into the Gift Trust Fund is fully distributed over approximately ten years.
5% of the fund is available for distribution each year. Distribution are determined at the annual voters meeting. An estate gift placed into the Legacy Fund continues to help St. Paul’s ministry as on-going endowment fund. The Legacy Fund has four sub-funds that can be designated in an estate plan: Outreach, Christian Education, Capital Projects or Undesignated.
“A good person leaves an inheritance for their children’s children” (Proverbs 13:22).
Many people have already included the Lord’s work here at St. Paul’s in their estate plan. We are forming the Thirteen 22 Society to celebrate your generous plans and encourage your ministry partners here at St. Paul’s to do the same. If a gift to St. Paul’s is included in your estate plans, please inform us so that we can include you in the Thirteen 22 Society.
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