Keep your estate plan up-to-date
The following "tip" is from the February 2018 edition of Growing Generosity, a monthly newsletter from the Georgia United Methodist Foundation. Our goal is to help United Methodist churches develop a culture of generosity. Please feel free to use this tip in your church newsletter or bulletin, on your website, or in other communications. Sign up here to have Growing Generosity delivered right to your inbox!
“Wisdom is good with an inheritance, an advantage to those who see the sun.” - Ecclesiastes 7:11
Many of the food products we purchase today are stamped with an expiration or “best by” date. An estate and personal financial plan can go out-of-date as well. Review your estate plan and other important financial documents with professionals every three to five years or after a major life event. Changes to federal or state laws can require revisions. Perhaps you have new life goals or are passionate about a new ministry program at the church. It's wise to keep your plan fresh and up-to-date to ensure your wishes are honored. The Georgia United Methodist Foundation offers several online resources such as a Wills Planner, Healthcare Directive, and Estate Planning Organizer. For more information, contact GUMF at 770-449-6726, 877-220-5664 or firstname.lastname@example.org or visit www.gumf.org.