OKUMF: Lasting Good
Simplify & Explain Options
The variety of giving options, vehicles, and strategies can be overwhelming when presented for the first time. Our experience comes in handy to help you navigate and understand what option may be best for you and your wishes.
Our staff stays up-to-date on policy and law changes, so you can trust that your plan will be carried out in accordance with current laws and requirements. You can trust our expertise.
Are you unsure exactly what good you want to do? Do you want to know the best way to make your plans a reality? Give our office a call, and we will be more than happy to walk with you through the planning process.
It takes time and care to work out details on planning a legacy that will last and accomplish great good in this world. We are dedicated to tailoring a plan to do the lasting good you want.
Do you already have a will or trust in place? If not, we can assist you in getting started. Our Planning Your Legacy Guide is designed to encourage you to think about how you want your assets to be distributed upon your passing away and to assist you in gathering the information your attorney will need. Completing the guide will make the process easier and less expensive. And, most important, it will fulfill your legacy for your family and faith.
Do Lasting Good.
We desire to help you do the good you want without complicating the process of wills and estate planning. Our staff can guide you on the steps to take and work with your professional advisors to create a plan for lasting good. — Call or email David Battles at 800-259-6863 or firstname.lastname@example.org
Return to Contact Digest