"Maximizing your God given resources for family and
ministry.”
Is Your House in Order?
- An
up-to-date trust and/or will with a letter of instructions
- A list
insurance policies owned, with benefits, special provisions and how
proceeds are payable
- A list
of investments
- A list
of assets and liabilities
- A
memorandum of general information and personal data
- Instructions
for your heirs
Why not take time now to make sure your house is in order -
to make sure your estate design will accomplish your desires for distribution -
to make sure it will protect you from estate taxes, retirement fund taxes, and
probate delays. Changes in financial situations, beneficiaries, tax laws, or
your desires can make your estate plans obsolete.
Here are some ways we can help you assure your house is in order:
- Estate
Design
- Gift
Annuities
- Life Estate
Agreements
- Revocable
Trusts
- Charitable
Remainder Trusts
Nerus McEwen will
be glad to provide an estate planning guide to help you prepare and discuss the
opportunities available to you. This service is offered to you with no cost or
obligation.
Contact Nerus directly at investing@cefonline.com,
or by calling toll-free 1-866-563-9114.
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