Estate Planning

What is Estate Planning?

Estate Planning is a process for managing your assets should you become unable to manage them yourself.  It includes tools like wills, trusts, powers of attorney, and annuities.

Why is Estate Planning important?

Estate Planning allows you to care for those who are most important to you.  If done properly, you can provide legal and financial protection for your family, avoid family or legal disputes over the control of your assets, and bless future generations through planned gifts to your church or favorite charity.

When should I build my estate plan?

Now!  It is commonly misunderstood that estate plans are only for end-of-life situations, causing people to wait until later in life to build an estate plan.  However, having an estate plan is important for adults of any age.  For example, an estate plan will help young parents determine who will take care of children and ensure their children are cared for financially.

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Stewardship

One of our Core Values at Arizona Baptist Children’s Services is to be a good steward with what God has entrusted to us.  As part of that responsibility, we are blessed to off a number of resources in partnership with Jeff McGhee, Planned Giving Consultant for ABCS.  Jeff offers economical fees for services related to estate planning, including:

♦ Wills

♦ Revocable Living Trusts

♦ Charitable Trust

♦ Powers of Attorney

♦ Healthcare Directives

♦ Charitable Gift Annuities

♦ Endowments

♦ Inheritance Planning Seminars

To request more information or to schedule an appointment, contact Jeff at 520-300-4782 or visit www.JMcGheeLaw.com

Important Message Regarding Estate Gifts

Planned and Estate gifts must be designated to:

“Arizona Baptist Children’s Services designated for the Southern Arizona Regional Office, currently located at 1779 N. Alvernon Way Tucson, AZ 85712.”

If the gift is not designated to the Southern Region, it will automatically be designated to the Corporate Office.

Important Message Regarding Permanent Endowments

You may contact ABCS Southern Region at 520-795-7541 or Jeffrey McGhee if you are interested in a permanent endowment.