gift planning services
Estate Planning: So Much More Than just money
It’s not easy to think about our mortality, especially when we are young. Many of us are guilty of putting any sort of estate planning off to a future time.
But the truth is, we don’t know when the Lord will call us home, and while this may be difficult to think about, it’s probably harder to imagine what would happen if the unthinkable occurred and you didn’t have a plan. Would my family know my wishes? Who would take the kids? What would happen to the family cabin? After family is taken care of, would I have anything left to give to causes that meant something to me?
When your time comes to go home, it is an invaluable gift to your family to have a thoughtful plan in place that leaves no stone left un-turned. At the most basic level, having a plan in place that ensures that your family knows your wishes and that can help avoid causing any undue stress.
free consultations to help you maximize what the lord has given to you
Hales Corners Lutheran Church and the HCL Foundation have partnered with Gift Planning Services, an organization led by CEO Jennifer Nohelty, to offer free, no obligation consultations to the People of God wherever they may be in their planning. From reviewing an existing plan with fresh eyes or providing guidance to build a plan from scratch, Jennifer's services are available free of charge to Hales Corners Lutheran families.
When you schedule time with Jennifer, she will show you how to:
Leave MORE to family in a way that will help and not harm
Leave MORE to charity that you ever thought possible
Avoid paying unnecessary taxes
Meetings with with Gift Planning Services will culminate with a work book containing discussion points, family information and even flow charts of what your estate looks like today along with a few other scenarios to give your family an idea of what's possible depending on your preferences.
What to expect
Your first meeting with Gift Planning Services will typically last between 60-90 minutes and will be an opportunity for them to get a “snapshot” of your estate. Jennifer will provide you with a list of questions and documents in advance that will be helpful to have for this first meeting.
She may ask questions you do not have answers for, and that’s okay. This may be the first time you have discussed some of the possibilities that may come up, that’s okay too. Following the first meeting, Jennifer will review all of the information your provided and schedule a follow-up meeting.
At this subsequent meeting, you will be presented with your workbook containing information, possibilities, and reference material - all custom tailored to you and your family. And all completely free!
about jennifer nohelty
For over 18 years, Jennifer has been working as a Gift Planning Counselor for Gift Planning Services LLC. Jennifer started this business to answer the need of a hired development department for ministries that couldn’t afford to fund their own full-time position. Jennifer is a graduate of the Metropolitan State College of Denver’s Personal Financial Program where she received her Certificate in Personal Finance Planning. When it comes to blessings, Jennifer is very proud of her greatest gift - her family. Jenny and her husband Peter have three wonderful children.