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Estate Planning

What is estate planning?

In its broadest sense, estate planning covers the process of accumulating, managing, and distributing property over the course of a lifetime. In other words, it is practicing good stewardship.

Revisions in tax laws and regulations, new economic situations, or changes in family situations may make it necessary to revisit your estate plan on a regular basis. Through carefully balancing your needs and those of loved ones, and considering your favorite charitable interests, you can create significant benefits for all concerned.

How does Messiah College's estate planning service benefit you?

  • Receive a professional, objective, and confidential estate plan analysis and recommendation.
  • Enjoy peace of mind from receiving technical assistance and follow-through.
  • Take advantage of a no-cost, no-obligation service.

How does the service work?

We will meet with you to discuss your current and future income needs, your desire to transfer assets (during life or at death), and tax savings opportunities. Following the analysis, our professional team will provide a recommendation, either to affirm the validity of your current estate plan or to present several estate plan options for your consideration. Since our service is meant to complement, not replace, that of your personal advisers, we are happy to meet with you and your advisers throughout the planning process.

For more information, contact Robert Brown ‘82, CFP at 717-796-5051 or toll free at 1-800-215-5433.


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