|
|
|
| Welcome to the Arizona Conference Trust Services & Gift Planning Web Site. We are here to serve you, to help you secure your future, your family's future and to leave a legacy of love to the charity you love--through wise planning. Below you'll find several very useful and informational materials to assist you in your future planning, including: |
 John Schachinger Director of Trust Services |
Four Legal Documents You Should Not Live Without - (PDF) answering these questions:
- Why do I need a Will or Trust?
- How much does it cost?
- How do I get started?
- Can I do everything online?
- If I need help, who should I contact? Click here
Will/Trust Questionnaire - (PDF) to assist you to take the first step to secure your future, your family's future and bless the Lord's work.
Glossary of Estate Terms - (PDF) to help familiarize you with many key terms of estate planning. And we have a special free gift to offer you. A weekly eNewsletter from Crescendo Interactive, to keep you updated on all the latest estate planning and significant tax savings tips, and important legal issues relating to estate planning. To enroll to receive this free weekly eNewsletter from your local conference office, please click here. God bless you. Arizona Conference Trust Services & Gift Planning P.O. Box 12340 Scottsdale, AZ 85267 Phone: 480-991-6777 x 104 or 132 Fax: 480-991-4833 Email: giftplanning@azconference.org
| Personal Planner | Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name they are called "spendthrift" trusts. More ... |
Benefits For Family and Your Church There are several types of gift giving plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
|
© Copyright 1999-2012 Crescendo Interactive, Inc.
|
|