Estate Planning

Planning for the orderly distribution of estate assets can be daunting at the best of times. Estate planning to provide for loved ones with a serious disability can present special challenges.

Ministry ensures no one has to grieve alone

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Coping with the loss of a loved one can be an isolating experience — but it’s not a road you have to walk alone, thanks to the support of bereavement ministries.

Golden years are still a time for growth

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People over 50 are certainly into the second half of life, but that doesn’t mean they can’t continue to grow.

What happens if I do not have a Will?

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There are plenty of reasons for having a Will, especially when it comes to the role it plays in dealing with children and their future.

Plan wisely to minimize taxes

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An estate plan should evolve and change as people age and family circumstances change. One goal should be to minimize and defer the tax on your death until the time your heirs sell the assets. Strategies can also be implemented during a person’s lifetime to minimize taxes.

Insurance a good option to aid charities

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For many people, dedicating a portion of their wealth to the Church after their death is a way of giving back to a community that has accompanied them through all stages of life.

The must-haves of estate planning

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Whether you are reviewing your current estate plan or considering a plan for the first time, there are several definite “must-haves.” Here are five of them:

Your guide to finding unclaimed bank balances

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So your reclusive Uncle Steve suddenly dies leaving no Will or documentation regarding his finances or estate. You always knew he had some money, but you have gone through his home looking for any documents that will help and have come up empty.

We owe a loved one the dignity of a proper funeral

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When the Christian community gathers to celebrate a Funeral Mass, it gathers as members of the Church on Earth to say farewell to a loved one and entrust their soul, through the mercy of God, to Heaven.

The right words are critical in making a Will

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As the saying goes, words can hurt. That is especially true in a Will, where even the most minor of language mistakes can have a dramatic impact on how assets are split.

Shepherds’ Trust ensures priests who cared for you will be cared for as well

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Before the death of Fr. Peter Rosettis in 2003, he drafted an estate plan to ensure three things happened after his funeral.

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