Sandals Church has partnered with Christian Trustmaker to provide will and trust packages.

• Their most common Living Trust Package consists of a living trust with a durable power of attorney, a medical directive, and a pour-over will.
• Their online service is available to anyone who is part of Sandals Church.
• Through our partnership the final cost of preparing your Living Trust Package through Christian Trustmaker is under $400!
• The cost of a package like this through a typical attorney is $2500 to $5000+!

To learn more about our partner Christian Trustmaker or if you are ready to take the next step and create your families Living Trust Package, click here.

Scot Camden, Sr. Advancement Director for Sandals Church, introduces us to Tony Amaradio, Chief Strategist and Founder of Select Portfolio Management based in Aliso Viejo, CA.

Tony is a Comprehensive Financial Advisor and in this video, he shares about his desire to serve those who are part of Sandals Church.

To take the next step and get in touch with our friends at Select Portfolio Management regarding questions you may have about their Comprehensive Financial Advisor services, Click Here.

The main difference between a will and a trust is that wills take effect after you die, while trusts can take care of your assets while you’re still alive. Also, trusts can help an estate avoid probate, the court process for distributing your property; wills, on the other hand, typically must go through probate.

4 Benefits of a Trust over a Will

• A trust protects your heirs from creditors. With a will, your heirs will eventually own their inheritance. With a trust, the trust continues to own the assets for the benefit of your heirs. Ownership is the key to creditor protection.
• A trust avoids probate. Probate is the court process by which a will is proved valid or invalid. A will has to go through the probate process, while a trust does not. This means that, after you pass away, your will must go through the court system and will become public record. Probate also involves court and attorney’s fees, which can be expensive. A trust can avoid probate and help maintain privacy while preserving your assets by avoiding unnecessary fees.
• A trust gives you control, even after you pass away. A will gives you control of who you leave your assets to, but not how or when they get those assets. If you leave your assets in trust, you can dictate how and when your beneficiaries will receive the assets. You can also set up trusts for specific purposes such as education or charitable donations.
• Assets can stay in trust for multiple generations. With a will, your assets will be transferred to your heirs as soon as your estate is settled.

To learn more about our partner Christian Trustmaker or if you are ready to take the next step and create your families Living Trust Package, click here.

*Details vary from state to state. Make sure to verify information in your home state.

Here is an estate planning checklist of items every estate plan should include:

1. Will/Trust
2. Pour-over Will
3. Durable Power of Attorney
4. Beneficiary Designations
5. Letter of Intent
6. Advanced Healthcare Directive
7. Guardianship Designations

To learn more about our partner Christian Trustmaker or if you are ready to take the next step and create your families Living Trust Package, click here.

*Details vary from state to state. Make sure to verify information in your home state.

A living trust allows you more control over how and when your children receive their inheritance. Without a trust, the children may receive their inheritance at a much younger age than you would otherwise feel comfortable with. Many children, even when they become legal adults in the eyes of the law, are not yet financially mature enough to handle this sudden receipt of wealth.

1. A living trust allows you more control over the specific terms under which your minor children receive assets. This may include age requirements, restrictions relating to education, or nearly any other scenario that you can envision.
2. A living trust allows you to make a choice as to who will be in charge of managing the inheritance of your minor children, rather than someone who is appointed by the court.
3. A living trust allows you to include language to address potential substance abuse, bankruptcy, or divorce situations that your children may face in the future.
4. A living trust allows you to provide funds for specific purposes, such as attending further education, purchasing a house, or getting married.

To learn more about our partner Christian Trustmaker or if you are ready to take the next step and create your families Living Trust Package, click here.

*Details vary from state to state. Make sure to verify information in your home state.

Estate attorneys recommend updating your will each time you experience a major life event. It’s a good rule of thumb to review your will every four to five years, even if you don’t think anything is different. This helps ensure your family stays protected and your final wishes are respected.

Here’s a few examples of reasons to update your legacy plan:

• New child
• Marital status changes
• Financial windfall
• Financial setbacks
• Laws change
• Move to a different state
• Health deteriorates
• Become a grandparent
• Change your mind about a beneficiary

To learn more about our partner Christian Trustmaker or if you are ready to take the next step and create your families Living Trust Package, click here.

*Details vary from state to state. Make sure to verify information in your home state.

If you feel challenged in the area of stewarding well the finances/assets you have been entrusted with and you realize that you are not equipped to do that on your own, or you want a second opinion on your existing strategy, you may benefit from from speaking with Tony Amaradio and the team at Select Portfolio Management.

In this video, Tony Amaradio shares about how he and his team serve those who desire to steward well what they have been entrusted with by ensuring all 5 key areas of comprehensive financial planning have been addressed.
–  Legal Planning
–  Tax Planning
–  Insurance Planning
–  Investment Planning
–  Stewardship Planning

To take the next step and get in touch with our friends at Select Portfolio Management regarding questions you may have about their Comprehensive Financial Advisor services, Click Here.