Estate Planning

Estate Planning

Change is certainty.
Being prepared is a responsibility.
 
Couple1The Cleveland Lutheran Educational Endowment Fund (CLEEF) allows us to provide a free service of estate planning to our school and community families. 

An estate plan (also called a will or trust) is a collection of documents that specify how you want your money and other assets distributed after the Lord has called you home, making it easier for your loved ones to handle your affairs during a time of grief.
 
The Cleveland Lutheran High School Association is partnering with SFC Estate Coaching to offer a free estate planning service to our alumni, families, and friends. These one-on-one coaching sessions are free and completely confidential. SFC has nothing to sell you and there is no pressure involved. This is simply a gift to you from CLEEF, for the benefit of our community.
 
Why is it good to have an estate plan?
 
• An estate plan allows you to decide who in your family will receive your assets. Without an estate plan, the court can give them to other family members who you may not want to receive anything.
• If you have children under the age 18, it protects them from being placed in the wrong guardianship through a court decision. 
• It stops beneficiaries from overpaying in taxes. With just a little planning, you can reduce the federal and state or inheritance taxes from your estate.
• It eliminates the stress of decision on family members, which can cause rifts.
 
Experience relief and satisfaction knowing that you are prepared for the future! 
 
To get started on creating or revising your estate plan, please scheduled your free online session by accessing the Visibook calendar below or emailing [email protected] or 440-356-7155 for assistance. 
Schedule Your Free Session Now
Click the Visibook icon to access the session calendar and schedule online. 
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Informational Videos from SFC Estate Coaching 

 Craig-and-Steve

SFC Estate Coach Craig Mellendorf or Steve Glandorf will meet with you (and your spouse, if married) for a confidential appointment to begin the process of setting up your will or trust (or revise, if necessary).

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The process is simple. Here's what you can expect when you meet with an SFC Estate Coach: 
  • All personal information is confidential and is only shared with your permission.
  • You will receive two appointments. Your estate coach will guide you through the planning and data gathering process, after which time you will be “attorney ready.”
  • Once your plan and documentation are complete, your estate coach will help you connect with an attorney of your choosing.

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Simply put, if you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan. Without one, your loved ones could face huge tax burdens and the courts could designate how your assets are divided, or even who gets custody of your children.

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