The Planned Giving Committee holds annual meetings to present estate planning information. An endowment trust is operative at Saint Mark with four choices for focusing gifts in the programs of particular interest.

The issues reviewed at this site are: Click on the red checkmark!

1.  Preparing a Will 

2.  Using a Living Trust

3.  IRA Estate Considerations

4.  The Use of Insurance in Estate Plans

5.  Property in Estate Plans

6.  A Summary of the Impact of Trusts on Estate Plans

7.  Next Steps 

8.  Disclaiming Inherited Assets

9.  Maryland Estate and Inheritance Taxes

10. Special-Needs Trusts

11. Increasing One’s Income

12. Estate Tax Considerations

13. Testamentary Gifts to Saint Mark
 

       Forms:
Arrangements at Time of Death
Living Will
Advance Directive Part A: 
                  Appointment of Health Care Agent
Advance Directive Part B: 
                  Health Care Instructions
 

This information was prepared by Mon Dickinson, a retired engineer. He and Saint Mark Presbyterian Church assume no responsibility for the accuracy of the material or for the interpretation applied to it by the reader. The Complete information is on the Presbytery Site. See link above.

For more information on estate planning please contact a member of the Planned Giving Committee: Alison Bennett, Chris Brown, , Dick Hampton, LeRoy Laroche, Co-Chair, Sarah Milholen, Herb Stevens, Co-Chair,and Jane Tebbutt.