Plans for Mature Lives
    and Spiritual Commitment . . .

The Lord’s counsel will stand. Proverbs 19:21

The joys and worries of child rearing are behind you. Without academy or college tuition to pay and with your income at its peak, you may have the opportunity and the resources to plan for retirement and for sharing the Lord’s blessings with your family and God’s.

Planned Giving and Trust Services is ready to help. We can share information about various estate and charitable gift planning strategies — such as the gift annuity we helped arrange for the Gaynors — that enhance retirement income, maximize the legacy you leave to loved ones and to the Lord’s work, and minimize taxes that could erode that legacy. Planned Giving and Trust Services can be there as you and your advisors:

• Assess anticipated retirement income and identify ways to diversify or stabilize that income.
• Consider early retirement, so you can enjoy grandchildren,
  participate more in your local church or volunteer to join overseas missions.
• Address the needs of elderly parents, disabled children or young grandchildren who depend on your support.
• Review existing estate plans and establish new wills, trusts, powers of attorney, and other critical documents that protect your future financial security, transfer valuable assets to family, and express your love of the Lord.

The nest is empty, but you have many years ahead to enjoy God’s blessings and advance His work. Planned Giving and Trust Services can help you make the most of this special time in the cycle of life.

With strategies from Planned Giving and Trust Services, Bob and Harriet Gaynor found ways to share their gifts. Click here for their story.