At the bottom line, the bottom line of your estate is headed one of two places:

1. The people and places you planned to benefit, or
2. The tax man.

The second option requires little, if any, planning. It’s the inevitable result of leaving this life without giving direction to the resources God has given you. The first option requires a process called “estate design.” That’s where we can help. At your request, an Orchard Foundation representative will help you sort through your priorities for your resources. Then we’ll suggest the options that will make your desired outcomes real.

Often, we can find ways that extend the impact of the present resources you have so you can benefit ministries and causes that are important to you while we increase both what you can enjoy today and leave behind for those you love. Then we’ll join your local financial advisors and attorneys (or help you find them, too) to form a team that will make it all happen. You’ll find out more about the financial world and estate issues by visitingour Gift Legacy service. There’s more to discover about the financial tools that could help you with estate design on Orchard’s Tools Page.

And please, contact us with questions and concerns anytime at steward@theorchard.org.