CATHOLIC ESTATE PLANNING 

(Upcoming Estate Planning Seminars)

The number one reason people give for leaving a gift to charity at death is because they were asked.  CFNEK is formally asking you to prayerfully consider a gift to the church in your will.  It can be to your parish, or any ministry or organization in the Archdiocese of Kansas City in Kansas.  The Planned Giving Initiative, launched in 2009 by Archbishop Joseph F. Naumann tasked CFNEK to help to build a culture where every practicing Catholic leaves a charitable gift to the church when they die. The best reason to formalize an estate gift today is because you get to pick who gets the gift, and how it is to be used to build God's Kingdom.  Have you already designated the church in your will or trust?  THis means you already qualify as a Catholic Legacy Society member. Notify us and join the Catholic Legacy Society today. You will be in good company and you can choose to remain anonymous.

As you prepare your will or trust be sure to communicate your Catholic values with a “Catholic Healthcare Directive” and “Durable Power of Attorney. These documents should be included in any estate plan to communicate your wishes with healthcare decisions and to assign a person to act on your behalf should you be unable to do so. The person you assign as your durable power of attorney for health decisions will be able to make decisions on your medical treatment should you be incapacitated. Make sure the person you assign to make these decisions shares your Catholic values on maintaining medical treatment. This durable power of attorney is for healthcare only, and does not include the ability to make decisions on financial or other matters on your behalf.

These documents were prepared by the Kansas Conference of Catholic Bishops and are available in English and Spanish. Take these documents to the attorney preparing your estate documents.

Catholic Declaration on Life and Natural Death "living will"
Durable Power of Attorney for Healthcare Decisions
Catholic Declaration on Life and Natural Death "living will" (Spanish)
Durable Power of Attorney for Healthcare Decisions (Spanish)

Don't forget these four ways to add your Catholic values to your estate plan

Your will and estate plan should be reviewed periodically.  Do you know the top seven life events that should remind you to review your estate plan?

Did you know you could add charity to your estate without calling your attorney?  Simply changing a beneficiary on an IRA or other retirement account  or Life Insurance can as a full or partial beneficiary can be a quick and free way to be charitable at death.

You want to give a gift in your will to the Church.  Do you want to give a specific amount or a percentage?  Have you decided what your gift will be?  What is your Catholic Legacy?