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Life/Estate Planning

Life Planning, also called Estate Planning, is something we all need, regardless of how much we earn or where we are in life!

We All Need a Plan!

Whether you're a newlywed, young family, single, divorced, empty-nesters or retired: Do you have your critical decisions made and clearly spelled out? It's so important not to leave them to chance.

Twice a year, usually in the Spring and Fall, David S. Bell, President & Executive Director of the United Methodist Foundation of Michigan holds Free Life Planning/Estate Planning workshops at Cornerstone. He talks about Wills, Trusts, Power of Attorney, Living Wills, Medicaid eligibility to cover nursing home costs and more.

Please consider coming to one of these Free workshops if you have children or if you have assets, or if you don’t have your critical documents drawn up or you haven't updated your existing documents for over five years. The next workshop will be held in the Spring of 2018. We’ll put all the information here as soon as we have it.

What is a Trust and do I really need one?

In simplest terms, a Trust is a legal agreement in which your property or money is held or managed by someone else or by an organization (such as a bank) for a set period of time.

If you have minimal assets and/or a simple estate, and do not believe a trust is necessary (contact the church office if you have questions about trusts), please refer to the “Planning for your Peace of Mind” booklet. This booklet, provided by the State Bar of Michigan, is designed to assist you in preplanning by providing frequently asked questions, general information and forms on Michigan's Statutory Will, Patient Advocate law and organ donation.

Generosity Team Lead

Mark Troy
Mark Troy

im.marktroy@gmail.com