Religion and Estate Planning

Planning a Jewish client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s Jewish values and convictions, and religious…

This installment will explain how estate planners might modify planning and documents for a client who is a member of the Church of Scientology.

This installment will provide a practical survey of the many areas of estate and related planning where practitioners can address the religious concerns of Muslim clients.

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Provisions in living wills addressing end-of-life decision making, pregnancy, and more should be considered in light of Church…

Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Christian concept of stewardship over assets…

Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s values and convictions, and in many cases, his or her…