Estate Planning Program



Financial & Estate Planning Education
How We Can Help Your Church / Organization?

Find Out How We Can Help...


Nobody likes to think about estate planning,
but what you do next could ensure that your money stays in your family.

Your estate is comprised of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.
No matter how large or how modest, everyone has an estate and...
—You can't take it with you!


  • Estate planning is for everyone, not just "retired" people.
  • Estate planning is not just for "the wealthy"
  • Estate planning is for anyone who has built some wealth and wishes to preserve the maximum amount for family/friends after they pass.
  • Estate planning will minimize taxes, legal fees, and court costs.
  • A 'will' provides your instructions, but will not avoid probate.
  • A 'living trust' has several benefits and is preferred by many families and professionals.
  • If you don't have a plan, probate/tax can take >50% of your estate!
 
  • Estate planning does not have to be expensive.
  • The best time to plan your estate is now.
  • The key benefits are, pay minimum tax, preserve maximum value and your peace of mind.
  • We will explain your options in our FREE seminar and connect you with a legal adviser to discuss any questions you may have. All with no obligation or sales pitch!

Learn How You Can Protect Your Family...

We'll provide you all the information you need to get started!



Seminar Registration Form
Register now for our FREE Seminar!

Or contact us for more information:
Bob Chesney, National Seminars Director
Seminar@charitablegivingfoundation.org

7/24 Phone: 949.378.5134

Request a Video Conference Meeting:
Schedule Meeting