Change is certainty.
Being prepared is a responsibility.
The 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.