Free Services
Free Estate Planning Services
The Shoreland Lutheran Foundation has afforded us the opportunity to offer free estate planning services to our Shoreland families, alumni, congregations, and friends.
SFC Estate Coaching, founded by career educator Craig Mellendorf, will help you understand your options and every aspect of your estate. He, along with Tom Slye (the Estate Coach assigned to Shoreland), will lay out the potential options you have to help ensure your estate goes to the people and organizations you care about and show examples of how you can reduce and sometimes eliminate the taxes associated with a Will or Trust.
These one-on-one coachings 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 the Shoreland Lutheran Foundation, for the benefit of our SLHS community.
Watch the video below for information on SFC and the services they provide.
To register for free one-on-one coaching sessions with SFC Estate Coaching, contact:
Tom Slye: tslye@sfcestatecoaching.com
Or
Register for an appointment on our calendar HERE
Why is it good to have a will?
- You decide who will receive your assets.
- If you have children under the age of 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 greatly reduce or eliminate your federal and state or inheritance taxes.
- It eliminates stressful decisions for your family members.
The Bottom Line
Simply put, if you want your assets and your loved ones protected when you can’t be there, you will need a will or a trust. Without one, your loved ones could face huge tax burdens and the courts could designate how your assets are divided, or even who gets your children.
