St Paul's Lutheran - Muskego

Estate Planning

Estate Planning

St. Paul’s has contracted with SFC Estate Coaching (the same firm used by Wisconsin Lutheran High School) to coach 30 individuals or families through the estate planning process during 2021.

Choose a time for a personal appointment with Estate Coach Tom Slye by clicking here.

For more information, contact your Thirteen 22 Committee members: Mike Meyer (chair), Joanne Fritsch (secretary) and Pastor Panitzke.

Additional Estate Planning Information

The Top 10 Reasons You Need a Will

Will and Estates: When, How, and Why

25 Estate Documents You Need To Put In One Place

Estate Planning Options

St. Paul’s provides two options to assist you in your estate planning

Gift Trust Fund

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.

Legacy Fund

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.

Thirteen 22 Society

“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 using the contact form so that we can include you in the Thirteen 22 Society.