A voice of compassion for people in need | Sacred Heart Southern Missions .A voice of compassion for people in need | Sacred Heart Southern Missions
JoanAndKen

Joan and Ken live in a beautiful home in Florida with their son living not too far away. They enjoy a busy retirement with family life, church and volunteer activities. Ken is particularly active with a local barbershop chorus that often entertains at local nursing homes. Additionally Ken serves as a classroom room aid at their local parish.

Born and raised in Ireland Joan shared that “my Catholic faith is in my DNA.” For her that means is a real sense of responsibility to help others. Whether it be family members who need some assistance from time to time or reaching out to the poor through charities like Sacred Heart Southern Missions, Joan and Ken find ways to express what is most important to them.

Recently Joan and Ken shared that they had made the decision to help us in a most profound way by including us in their estate plan. We are so grateful to all our friends who have made the decision to make a legacy gift.

For many people, creating an estate plan is a task that routinely gets pushed to the bottom of the pile. Some mistakenly assume that estate plans are only for the wealthy. Others may simply want to avoid thinking about some of the tough topics estate planning entails. Whatever the reason, more than half of Americans don't even have a basic will.

Yet, most everyone should have an estate plan.

In addition to arranging for the distribution of your assets, estate plans should include vital documents that address a range of thorny issues, from who should receive special mementos to how your loved ones should approach your medical decisions if you are incapacitated. Having a plan in place can help give you and your family real peace of mind.

With the help of legal and financial professionals, drafting an estate plan is probably easier than you think. Experienced advisors can help make sure you don’t miss any important pieces and that your estate plan addresses all your needs.

We’d be honored with a remembrance in your future plans. If we can be of any assistance with further information or answering your questions please contact Steve Koepke our Director of Donor Relations at 888.217.4829 or email him at: skoepke@shsm.org

 

Steve Koepke