Pathways for Planning

PATHWAYS FOR PLANNING will familiarize you with estate planning issues and options, help you prepare an inventory and outline of your potential estate planning needs, and point you to professional advisors needed to complete legal documents for your plan.

For those who may have significant tax liability, a Tax Impact Statement is also available. PATHWAYS FOR PLANNING services are provided at no charge.

PATHWAYS FOR PLANNING provides six easy steps to complete your estate plan.

Completion can be stymied at any point along the way. PATHWAYS FOR PLANNING has identified six points that can become stepping stones or stumbling blocks to the process:

Commit to completing your estate plan by signing up for PATHWAYS FOR PLANNING through the Missouri Baptist Foundation and Future Generations.
Complete an estate inventory before consulting an attorney.
Choose a qualified attorney. Missouri Baptist Foundation and Future Generations can provide a copy of our Legal Registry for Missouri Baptists, a list of qualified attorneys.
Meet with your attorney.
Sign estate documents.
Notify charitable organizations included in your estate plans.

Signing up for PATHWAYS will provide access to Missouri Baptist Foundation and Future Generations professionals to assist you. Call today for more information at 1-800-776-0747.

What you get with

Step-by-Step Guide
Brochure to assist in discussing estate planning with family and your attorney
Estate planning inventory
Legal Registry for Missouri Baptists
Tax Impact Analysis
Confidential personal assistance
Complement to attorney and tax advisors
Help with completing estate inventory
Tax impact statements, if needed
Gift planning options
Work through the steps of PATHWAYS FOR PLANNING

All PATHWAYS FOR PLANNING materials are provided free and with no obligation.

Please contact me about scheduling a no-obligation visit about PATHWAYS FOR PLANNING