Golden Years
Planned Giving and Trust Services

Caring for Family
      and the Lord's Work . . .

Click Here for the Kim's StoryThe Lord blesses us with wealth and adds no trouble to it. Proverbs 10:22

You're a loving couple, confronting the practical challenges of aging - together. How can you live out your golden years in comfort and dignity, even if your health fails? If you need nursing home care, will there be sufficient resources to maintain you? If one of you passes away, can the survivor manage alone? 

Planned Giving and Trust Services helps you tackle these questions and make preparations to age successfully. By learning about estate and charitable gift planning strategies - such as the irrevocable insurance trust we arranged with John and Joan Kim - you can maximize your legacy to family and church, while minimizing taxes and probate costs that could erode that legacy. Planned Giving and Trust Services can be there as you and your advisors:

  • Update wills to ensure your assets are distributed according to your wishes.
  • Develop trusts that manage your resources effectively and provide for an attentive and caring trustee relationship.
  • Establish powers of attorney that consider your needs and protect your interests if you're incapacitated.
  • Explore opportunities to give to Adventist causes today, enhance your future financial security, and preserve assets for your family and your church.

You've committed your life to marriage, family and faith. As you enter these golden years, Planned Giving and Trust Services can show you how those commitments can live on - sustaining your loved ones and building God's kingdom.

Planned Giving and Trust Services helped the Kims create a legacy for their children and their church. Click here for their story.


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This organization is not engaged in legal or tax advisory services. For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this web site is to provide accurate and authoritative information of a general character only. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these type of gifts.


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