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Estate Planning

I have always made it a priority to support not only the charity that I have worked with, but also many other charities that serve our greater communities. 

The right words for giving

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Leaving a bequest to the Church is your legacy to the faith you have cherished during your lifetime. Making sure your wishes are fulfilled means making sure the wording in your Will is correct.

Choosing an executor is no easy task

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Naming an estate trustee, commonly known as executor, is one of the most important decisions you will make while preparing a Will.

Being a donor matters

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Mary Thicket is not rich. But that doesn’t stop her from being a donor.

Minimizing probate fees requires careful planning

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Your death may be the end of life, but it’s not the end of the bills. Aside from burial costs, cleaning up the monthly household bills, the executor of the estate will usually be faced with probate fees.

Securities as a gift offers tax savings

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If you are thinking of a charitable gift or bequest to a charity, it is prudent to consider the assets that appreciate in value and are subject to a capital gains tax.

Refugee endowment keeps on giving

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Most charitable gifts are spent. The money is spent responsibly and carefully and there’s never enough of it, but the money gets spent. That’s why there’s always another letter, another appeal, another campaign.

Pre-planning brings some peace of mind

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Planning for a funeral — let alone your own — can be a stressful task.

Executor carries a heavy load

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An executor is a person named in a Will to deal with the deceased’s estate after they die. 

Funeral Mass offers a fitting farewell

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Recently a priest friend of mine who is serving in another diocese shared with me a story about the death of one of his parishioners. 

Legacy Society says ‘thanks’ to donors

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Retirement brought an end to what Catherine von Zuben called “35 wonderful years in education” where she felt she made a difference in the lives of children under her care.