Saturday, April 26, 2014
Your estate plan should be consistent with your religious views, because religious issues will likely be present in your final medical decisions, funeral arrangements, will distributions, and the overall “tone” of your estate planning documents.
If you’re not religious, then you should still make that point clear to your family so their religious observances are not imposed upon you. Even if you are personally indifferent, addressing religious issues can avoid painful family strife.
Agents and fiduciaries should also be given guidance consistent with your religious views, including the authority to disburse funds for religious education, religious travel, and charitable giving.
See Martin M. Shenkman, Religious Estate Planning, Wealth Strategies Journal, March 17, 2011.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.