Estate Planning

"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

  • 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 This e-mail address is being protected from spambots. You need JavaScript enabled to view it , or by calling toll-free 1-866-563-9114.

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