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Making Your Estate Plan Religious, Elder Law Attorney, Woodstock, GA


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,

 

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