At Grace, we believe estate planning is a crucial act of financial stewardship. At its heart, estate planning is deciding to whom we should give stewardship of everything entrusted to us after we step into eternity.
With this in mind, Grace is partnering with PhilanthroCorp to provide estate planning that helps our members protect their families and be wise stewards of what God has entrusted to them.
What PhilanthroCorp brought to the table was something I couldn’t find anywhere else. I couldn’t find it from my CPA who could only give me one piece of the puzzle. I couldn’t find it from any attorney, who would only look at it from a legal perspective. What PhilanthroCorp brought was common sense, Biblically based estate planning advice.Gail C.
We were thrilled at the incredible help PhilanthroCorp was in helping us design an estate plan that was custom designed to our specific situation. We included things in our will this time that we had never considered before. We so appreciate this wonderful service provided for us.Jim and Kathy L.
Everybody that we talked to was compassionate and caring. They prayed with us and prayed over us, they were so wonderful. I can’t imagine anyone hesitating calling them today!Walter and Ann W.
Working with PhilanthroCorp was an extremely easy process as they shared with us what we needed to do to prepare our estate. They provided us financial insights in writing, communicated with us over the phone several alternatives, shared with us how to best accomplish what we felt God was leading us to do, and finally provide a local lawyer to finalize our wills. It was a joy to be able to continue to further God’s Kingdom, reaching this lost world for Christ even as we are in heaven.Gerry and Carol S.
As a single mom, I had a very basic will done for me several year ago and was very grateful! When I heard about the opportunity to fine-tune my will, I jumped on it. PhilanthroCorp was super easy to work with. They walked me through the entire process – we had many candid discussions on what my wishes were in the event of my death – and with their help, I believe that my will now reflects my heart’s desires.Sherry M.
Your most valuable assets are most likely your loved ones. Preparing the next generation to successfully follow in your footsteps involves a lifetime of daily decisions and actions. A key ingredient of your consistent efforts is a carefully constructed Will or Trust that reflects the values and priorities the Lord has instilled in you over a lifetime. Making decisions about your estate today will prevent others from needing to make the decisions for you tomorrow.
If you prefer to start this on your own, PhilanthroCorp provides an online tool to help you develop an estate plan. Upon completion, you can submit your plan to PhilanthroCorp for review and they can connect you with an attorney to implement your plan.
To quickly learn and gain important insights, attend a phone seminar. Here you can listen in from the privacy of your own home as a PhilanthroCorp Estate Specialist guides the group through important concepts. Seminars are interactive and you may ask questions.
PhilanthroCorp has helped thousands of families create wills and trusts that meet their goals, save taxes and support ministries they care about.
We do not sell products or insurance; we will simply study your information and develop an estate plan that will maximize your goals for family and ministry while minimizing taxes.
PhilanthroCorp will help you easily and completely understand everything about your options to reach your goals of providing for family and ministries you care about.
Estate planning is for everyone, regardless of whether you have a lot or a little. The benefit will be to your loved ones and the charities you care most about.
Completing your estate planning process will relieve the tension in your mind, knowing that life is uncertain and the nagging worry that your affairs may need to be brought up-to-date. Experience the joy and relief of knowing you are leaving the legacy you desire.
PhilanthroCorp will help you identify your important relationships and resources and then recommend the most effective tools to ensure that your family is well cared for and that you leave the legacy you choose.
Please have in mind estimated values for:
To take advantage of this opportunity to gain professional assistance from a Biblical perspective, please submit the contact form below.
From the Comfort of Your Home
Listen In on the Group, Ask Questions and Request a Private Call
As a friend or member of Grace Baptist Church, you are invited to attend one of the upcoming seminars as our guest.
Please submit the form below and be sure to indicate in the comments box the date of the seminar you would like to attend.
The estate specialists at PhilanthroCorp will guide you through a discovery process that will consider your assets, the people and the ministries that are dependent upon you. They will help you understand such issues as probate and taxes and will address tools such as wills, trusts, powers of attorney and advance medical directives. Through their services, your inheritance will be structured to stand the best chance of helping the ones who are most dear to you.
Dave leads the Estate Specialist team. He has been helping people across the country develop estate plans from a Biblical perspective for over 30 years.
Jay joined PhilanthroCorp in 2002. He received degrees in Business and Theology from Azusa Pacific University. He has a big heart for people and his desire is to be a blessing in any way that he can.
LaNell interacts with the attorneys who draft your legal documents. She ensures that your wishes are met. She has 21 years of experience in estate planning.
Bryon was President of the Back to the Bible Foundation before joining the PhilanthroCorp team and has been involved in planned giving and estate planning for over 20 years.
Matt has a degree from Pensacola Christian College. He found his passion for estate planning serving as Vice President of the Back to the Bible Foundation and started with PhilanthroCorp in early 2015.
Visit our website to learn more about PhilanthroCorp and estate planning.Learn more
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