Morris Hall, PLLC

Estate Planning Attorneys

MakePayment with multiple options
CALL NOW: 1 (888) 222-1328
  • Home
  • Our Firm
    • About Morris Hall
    • Attorneys
    • Our Team
    • Morris Hall Core Values
    • Communities We Serve
      • Arizona
        • Carefree
        • Flagstaff
        • Mesa
        • Oro Valley
        • Phoenix
        • Prescott
        • Scottsdale
        • Sedona
        • Tucson
    • Career Opportunities
  • Estate Planning Services
    • Advanced Estate Planning
    • Asset Protection
    • Power of Attorney
    • Trust Administration and Probate
    • Wills and Trusts
  • Resources
    • Blog
    • Do I Need an Estate Plan?
    • Elder Law Reports
    • Elder Law Resources
      • Phoenix Elder Law
      • Tucson Elder Law
    • Estate Planning Problems
    • FAQs
    • Probate Resources
      • Probate
      • Flagstaff Probate
      • Phoenix Probate
      • Sedona Probate
      • Tucson Probate
    • Published Books
      • Don’t Go Broke in a Nursing home
      • Tax Free Money for Long-Term Care!
    • Recent Law Changes and Improvements Affecting Arizona
      • Update My Living Trust
    • Reports
    • Videos
    • What to Do When Death Occurs
      • What Not To Do When Someone Dies
      • Who To Contact After A Loved Ones Death
  • Reviews
    • Testimonials
    • Review Us
  • Locations
  • Events
    • Seminars / Webinars
    • Past Webinar Recordings
  • Contact
    • Consultation Policy
    • Contact Us
    • Discounts

Bequeathing More than Just the Family Bible in Your Estate Plan – Phoenix Attorney Explains

May 27, 2012 by Morris Hall, PLLC Leave a Comment

I recently read a fantastic article in the Wall Street Journal entitled “Joining Church and Estate.”  It does a really great job of breaking down various aspects of a basic estate plan and how that plan can ultimately be affected by one’s faith and religion.

There are many possible purposes for creating an estate plan: minimizing taxes, avoiding probate, protecting assets, etc. But this concept of creating an estate plan to pass on one’s values and beliefs may be a benefit that is easily overlooked.

The article mentions how your religious beliefs can have an impact on how you want your agents to dispose of your final remains. Do you want to be buried or cremated? The more important question here is do your agents know if you want to be buried or cremated? Depending on the religion that you practice, this may not be something you want to leave to chance. Taking the time to write out instructions to your agents can help ensure your religious beliefs are carried out, even after you pass away.

Whether or not you include churches or religious charities in your estate plan is usually prompted by one’s religion or belief system during life. Taking the time to research, evaluate, and ultimately determine the charities to list as beneficiaries is time well spent.  It is sometimes helpful to draft a letter that explains to your family why certain charities or churches are part of your estate plan. This is a great way to lead by example and to pass on philanthropic values to your family.

Family heirlooms, including personal belongings that have religious or spiritual meaning to one’s family, can be given to specific beneficiaries through an estate plan. For example, have you decided which of your children should receive the family Bible? Creating a list of personal property and to whom the property should be given goes a very long way in eliminating disputes amongst family members after your death.

At Morris Hall, it is our passion to create estate plans that match the lifestyle and ultimate desires or our Arizona clients. If you would like to learn more about how to leave a legacy for your family, including encouraging religious values for generations to come, please call us today at 888.222.1328 and schedule a free consultation.


What the Attorneys of Morris Hall Can Do For You:

The attorneys at Morris Hall have 100’s of years of combined experience ensuring that families’ assets are protected from probate, unnecessary taxes, creditors, ex-spouses and Medicaid spend-down.  The attorneys also help those in Arizona to apply for and receive Medicaid assistance and Veterans Benefits.  Our Arizona offices are located in Phoenix, Mesa, Scottsdale, Tucson, Prescott, Flagstaff and Arrowhead.  Our offices are located in Las Cruce and   Contact us today at 888.222.1328 to schedule an appointment!

This blog should be used for informational purposes only.  It does not create an attorney-client relationship with any reader and should not be construed as legal advice.  If you need legal advice, please contact an attorney in your community who can assess the specifics of your situation.

  • Author
  • Recent Posts
Morris Hall, PLLC
Morris Hall, PLLC
Morris Hall, PLLC
Latest posts by Morris Hall, PLLC (see all)
  • Your Trustee Could Be the Reason Your Trust Fails - March 16, 2023
  • Funeral Planning & Why It Should Be Included In Your Estate Plan - March 15, 2023
  • How to Appoint the Right Fiduciaries - March 14, 2023

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

MH logo

Main Office

7600 N 16th St, Ste 105

Phoenix, AZ 85020

Phone: 602-249-1328

Fax: 602-248-2887

Subscribe to Our Newsletter

For a sample Click Here

Offices

Our law firm proudly serves many areas in Arizona. See all of our locations here.

Our law firm proudly serves the state of Arizona.  See all of our locations here.

Toll Free: 888-222-1328

Mon-Thur: 8:00am – 5:00pm
Fri: 8:00am – 4:00pm

  • Linkedin
  • Twitter
  • Facebook
  • Youtube
  • Instagram

Need an Estate Planning Lawyer in Arizona?

Looking for an estate planning attorney near you? We have office locations in Phoenix, Mesa, Chandler, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona so please visit us at the location that is closest to you.

  • © 2023 American Academy of Estate Planning Attorneys, Inc All rights reserved.
  • Disclaimer