Estate Planning Donor Advised Funds
 
 

Estate Planning

Estate planning can be a daunting prospect. Where should you start? How do you plan? Who should you speak with? Below are some beginning steps you can use to get your estate planning process started. 

 
 

Creating a comprehensive estate design now will ensure your legacy for the future. 

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estate planning resource guide

As your ministry partner and a vehicle through which you are reaching the world for Christ, we at the Palau Foundation have set out to develop materials to help you better understand the estate planning process.

estate inventory form

After you’ve read through the the Estate Resource Guide, fill out the Estate Inventory Form. This form is provided to help you think through the future and clarify a strategic plan for your estate moving forward.

 
 
 
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My Going Home Plan

The ultimate gift of peace we can give to those we leave behind is to make our wishes known in writing. Every adult should complete this book for their own peace of mind and for the benefit of their family. You are doing this for them.

Read through “My Going Home Plan.” Reflect on your desires and wishes your loved ones will carry out at the time of your death? This is not something people often like to think about, but the blessing of planning these details beforehand cannot be overstated.

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Other Charitable Programs

HERE IS A BRIEF OVERVIEW OF SOME ESTATE PLANNING VEHICLES WHICH MAY BE RIGHT FOR YOU. 

 
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Charitable Gift Annuities 

These provide an annual income that is fixed and guaranteed for life. The amount of the annual payment is based on age at the time of the gift. The older the recipient, the higher the payout rate. Part of the income may be tax-free.

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Charitable Remainder Trusts 

These are opportunities for individuals to obtain a lifetime income from the sale of highly appreciated assets and an immediate charitable tax deduction, while avoiding capital gains tax. At death the remaining value of the asset is transferred to the charity.

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Charitable Lead Trusts 

These is an opportunity to give from assets to a charity for a period of time while receiving a tax deduction for the gift. At the end of the trust period, the property may revert back to the donor or be distributed to heirs.

Charitable Bequests 

These may be established through a will or living trust.

 

If you are ready to speak with someone about moving forward with your estate plan, you can contact our team and arrange to meet with someone face-to-face. We would love to assist you in this important process. 

 
 
 
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