Planning your legacy with St. Mary Magdalen.
A guide to providing for your family and supporting the causes you care about.Welcome to your planning guide. We are very pleased that you are taking steps to
protect those you love through an updated estate plan. A plan is important, but an
estimated 60% of Americans don’t even have a will. This guide will help you by making
the process easy and understandable.
A person may work 40 years to accumulate assets and spend 10 to 20 years conserving
that accumulation, but often take two hours or less to plan for distribution of the assets.
Through good planning, a wonderful chapter in the book of your life can be completed.
However, too many times there has been little planning, or sometimes no planning,
and the last chapter of life becomes burdensome for family members.
This guide is designed to help you move forward with a plan that writes a very good
chapter in the book of your life. Through proper planning, the legacy of love and care
that you leave for your family and friends can be encouraging and even inspiring. We
will show you how to update your estate plan with a will and also make plans for your
potential medical decisions.
Your planning guide is designed to encourage you to think about how you want
your assets to be distributed when you pass away, and to assist you in gathering the
information your attorney will need. With this guide, the process will be much easier,
less expensive, and a comfort to your family while fulfilling your desires for friends and
family.
Benefits of an Estate Plan
PEACE. An estate plan should give you peace of mind knowing that important, and sometimes difficult decisions have been made to care for you and your loved ones.
PROVISION.An estate plan is designed to help you provide for both you and your family. With a good estate plan, you can give loved onces the property you have acquired in the right way, at the right time and at minimal cost.
PROTECTION.A good estate plan will protect you in your senior years. It may be important to designate a specific person to manage your property, help doctors and other medical staff with important decisions, and make certain that you are receiving the best possible care. An estate plan can increase your lifetime security and also achieve your goals for family and chairty.