Planning Wisely–Faithful Estate & Legacy Planning Workshop

Join CPC friends Pat Mazorol and Jeff Carver for this conversation exploring spiritual, practical, and relational considerations for planning your estate.

For many of us, estate planning conversations can be a bit unnerving. With wise counsel, prayerful consideration, and thoughtful planning we can substantially increase the likelihood that our legacy will be God honoring, and one of blessing rather than burden for those that we love most.

In the session, we will explore several questions, including…

1. How might our Christian faith inform estate planning and generational wealth transfer?
2. What are the various components of a thoughtful and faithful estate plan?
3. How can we empower our kids and grandkids through lifetime and estate gifts without cultivating a sense of entitlement?
4. How do we avoid the pitfalls of family discord that often surface around estate distributions?
5. How can we leverage biblically sound and tax efficient charitable giving strategies for lifetime and estate planning.
6. What are the important tax efficiency considerations we should contemplate when crafting or updating estate plans?

We have also reserved time for Q&A at the end of our session.

Facilitated by CPC Friends, Pat Mazorol, J.D., Estate Planning Attorney, and Jeff Carver, National Christian Foundation

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