Oklahoma Conference of the United Methodist Church

OKUMF- Planning your legacy guide


A plan is important, but an estimated 60% of Americans don’t even have a will. The Planning Your Legacy Guide from the Oklahoma United Methodist Foundation will help you by making the process easy and understandable.
During your lifetime, you may work 40 years to accumulate assets and spend 10 to 20 years conserving that accumulation. Through good planning, another wonderful chapter in the book of your life can be completed. However, some people may take two hours or less to plan for distribution of the assets. Too many times there has been little planning, or sometimes no planning, and their last chapter is burdensome for family members.

This guide is designed to help you move forward with a plan that writes a very good chapter in the book of your life. In your Christian walk with the Lord, you understand that through proper planning, a legacy of love and care that you leave for your family and friends can be encouraging and even inspiring. Indeed, the Bible tells us, “If anyone does not provide for his relatives, and especially for his immediate family, he has denied the faith and is worse than an unbeliever.” (1 Timothy 5:8, NIV)

Part of becoming a “good and faithful servant” is to create a good plan for your family. This important stewardship of the property that God has entrusted to you can both protect and provide for your family. We will show you in this document how to enhance their security by updating your estate plan with a will and planning for your potential future medical decisions.

This guide to planning your will and trust is designed to encourage you to think about how you want your assets to be distributed at death and to assist you in gathering the information your attorney will need. With this guide, the process will be much easier, less expensive, and fulfill your desires for family and the Lord’s work.

Contact David Battles at 800-259-6863 or send an email to dbattles@okumf.org to get a FREE COPY of the Planning Your Legacy guide. Don’t wait any longer to plan your legacy of love!



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