Ponderings from the PA

I had the opportunity to serve as the Executive Director of the United Methodist Foundation for over three decades.  During that time, I had the “privilege” to serve as executor for several estates and to administer numerous bequests. My role was quite simple when there had been adequate planning with careful thought.  Unfortunately this was not always the case.  In one instance, the tax burden (that could have easily been avoided), meant that the family inherited far less than their parents had anticipated.  Sadly on several other occasions, there was infighting among relatives because a will was poorly written and the lack of adequate detail led to great confusion.

Whether you think you don’t have many resources or you think the plan you created a decade ago is sufficient, I urge you to take advantage of our upcoming seminar on Tuesday, October 16, at 7:30 p.m., in the Friendship Room.

Jeffrey R. Hunt, Esq., of Goehring Rutter and Boehm, will provide guidance on the issues you should consider.  Ample time for questions will be provided and everyone will be given two booklets that contain valuable information in considering decisions you should make now.  Though preregistration is not essential, it would be most helpful if you will let the church office know you are planning to attend.

 

Categories: Parish Associate Blog

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