GUMF Offers Wills Clinic, Consulting & Other Free Resources to Help Protect Your Loved Ones
When his father passed away, Rev. Charles (Chuck) W. Savage II, retired president/CEO of the Georgia United Methodist Foundation, helped his mother make life-changing decisions during an emotionally challenging time.
“Because my father died without a will, we had to petition the court to appoint an executor of his estate, which cost money. We also had to hire an attorney,” Rev. Savage said. “A carefully planned will minimizes costs and controls the distribution of your probate estate, which consists of all property owned by you at the time of your death.”
Unfortunately the Savage family is not alone. It is estimated that over 70 percent of Americans die every year without having prepared a will. A valid will protects your loved ones and ensures your intentions will be followed after you have passed on.
GUMF offers several free resources to educate you on you might plan your affairs to benefit your family, as well as your United Methodist church or favorite ministry. Check out the resources below, call 770-449-6726 or 877-220-5664, or email firstname.lastname@example.org today.
Hosting a Wills Clinic at your church is an excellent way to assist your members in preparing their will and other healthcare documents. The 70- to 90-minute Wills Clinic also reviews the ways that church members may leave a legacy gift to their church.
Our Planned Giving team offers Free Consulting to United Methodists who wish to discuss charitable gift ideas such as donor advised funds, life income gifts, and estate planning. We can also provide you with a list of attorneys and other financial professionals to assist you with planning your estate.
Our online Wills Guide makes it easy to create your plan. Click on the links provided or visit the “Planned Giving” tab on our website at www.gumf.org; then click on the blue “Plan Your Will” button in the left-hand column. Create a user name and password; then login. Enter information on your family, contacts and healthcare, finances and your estate. Once you have completed all sections of the Wills Guide, click on “Create a PDF” to compile the information needed to finalize your plan. We highly recommend you have an attorney review your will.
Short videos, a brochure and bequest language that can help you learn about wills are available on our website. Click on the links provided or visit www.gumf.org. Click on the “Planned Giving” tab; then click on the “Wills Planner” link in the left-hand column.
This information is offered as an educational service only and is not intended as tax, legal or financial advice. Consult your attorney for legal advice or your personal financial advisor for information specific to your situation.
This article was originally published in the Fall 2015 edition of Faith & Monday, a publication of the Georgia United Methodist Foundation.