If your religion is important to you, then you might want to consider how you can follow your beliefs in your estate plan.
Many people do not give their religious beliefs much thought in their estate plans. They are happy just to make sure everything is properly distributed to the people they choose as beneficiaries. However, for many others making sure their estate plans conform to their beliefs is a priority.
As Wealth Management points out in “Religion and Estate Planning,” there are many different ways religion and estate planning can intersect.
One example of this is if you have minor children. You might want to ensure that funds are available for religious schooling. Also, some religions have specific instructions about how property should be divided between heirs and others have prohibitions on collecting interest that might be relevant to allowable transactions the estate can make.
As there are many different religions and many different levels of belief, it is impossible to list every possible example.
What does all this mean to you? If you want to make sure your religious beliefs are reflected in your estate plan, then you need to hire an estate planning attorney and let the attorney know what your beliefs are.
To the extent allowable by law the attorney can assist you in creating an estate plan that will effectively reflect your beliefs.
Reference: Wealth Management (Sept. 27, 2016) “Religion and Estate Planning,”
I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.
The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!
Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.
Josh Nelson, and his staff, have been amazingly helpful to our family. The ins and outs of nursing homes, the rules and regulations that govern Medicare and Medicaid are daunting and the folks at Nelson Elder Care Law have been informative, responsive, and above all, empathetic. I cannot emphasize enough how their service has taken a weight off of our shoulders especially during a world pandemic that has targeted nursing homes across our country. I highly recommend retaining Josh and his firm!
I had a simple legal question to them that I needed answered and they very helpful in giving me the information I needed. I highly recommend them and will reach out to them if I need more advice or assistance. Thank you for taking your time to just answer a couple of questions I had!