Estate planning documents are designed to help and provide for families at a critical time, usually upon the death or incapacity of a family member. The typical estate plan focuses on financial needs. But religious needs and the communication of religious values are also important to many of us. Your estate planning documents can be an effective means to communicate your religious and cultural values to those close to you. This can be done in any number of ways. A few of these might be:
- Giving instructions to a trustee that money be provided for religious education, religious travel or a program of charitable giving.
- Giving instructions to a trustee to adhere to religious principals in investing estate funds.