Estate Planning

The United Methodist Foundation of Western Pennsylvania offers the special no-cost seminar, “Estate Planning and Your Legacy of Faith”, to members of United Methodist churches because of the topic’s importance to so many people. In it, we introduce
attendees to:

• The important roles of Church and State in wills
• The functions of executors, guardians, and trusts
• Estate and inheritance taxes
• Gifts to family and charities
• Misconceptions and concerns about wills

We also discuss the important roles that professionals such as attorneys, accountants, trust officers, insurance agents, investment brokers, and United Methodist Foundation staff members play in shaping your will.

If you are interested in this seminar or in other advice and assistance available through the Foundation concerning estate planning, please contact us or send us a completed copy of the Request for Services form available on this Web site.

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