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“This Seminar was very informative and insightful. I especially enjoyed it because it was Catholic based, and my faith is important to me, and I want it to guide my decisions in these aspects of life.”
The Office of Development at the Catholic Diocese of Arlington offers Catholic Estate and Personal Planning Seminars to assist people in preparing for critical end-of-life decisions that deal with personal planning, Catholic teaching, and charitable considerations. These seminars are hosted at parishes across the Diocese for the benefit of our parishioners.
Most recently, two seminars were held at St. John the Apostle Church. There were approximately 50 people in attendance who learned about the importance of creating Wills/Trusts and how planning for their future makes the handling of their affairs easier for family members upon their death.
There are three primary topics discussed at each seminar. The first focuses on relevant issues pertaining to personal and estate planning. The second covers the Catholic Advance Medical Directives (AMD). Amy McInerny, Director, Respect Life Office, provides a detailed review of the AMD and the importance of every adult over 18 years of age having a signed Directive. The final section shares information on tax planning and provides ideas on assets that an individual may donate and how to gain the best tax benefits from those gifts.
One past attendee wrote the following on their evaluation:
“The AMD discussion provided very important information about important life decisions…we all need encouragement to get health issues formalized and established.”
A few additional comments from past seminars include:
“Enlightening and calming to address a necessary part of life. The speakers provided a structured, easy way to plan the what ifs so I can continue with what is!”
“The seminar gave me a basic understanding of a plan of action to a very complicated system.”
“A must to know – do not delay, best investment for your life.”
Both Bob Mueller and John French, from the Office of Development, are available to assist with questions either after a session, over the phone, or by meeting in person.
Bob is the Executive Director of Development and has over 30 years of experience working with parishioners to assist them in their personal and estate planning so that they can take care of their individual and/or family needs. He can be reached at [email protected].
John is Director of Planned Giving and has over 16 years of experience serving Catholic donors with their planned giving efforts. He can be reached at [email protected].
Protect, Plan, and Provide for Your Family
Below are resources offered to assist in your planning:
— Individual/Family meetings with Office of Development staff
— Parish Seminars
— Booklets and Materials
— Planned Giving website
“I thought I understood the process for years but now realize that I had much to learn. It was helpful and reinforced why planning is needed.”
Get Started in Your Planning:
To request materials, visit www.arlingtondiocese.planmylegacy.org or contact John French at 703 841 3819 or [email protected].
Corpus Christi