Leave a Legacy—Remember us in your Will & Estate Planing
We invite you to consider remembering the Church of St. Peter and St. Peter Catholic School in your legacy planning to help ensure we can continue to support the faith formation needs for generations to come. Here are a few options you wish to consider. As with any estate planning, we encourage you to consult with a licensed financial planner, accountant or attorney.
Transfer of stock, bonds, mutual funds
Designate your IRA Required Distributions after age 70 1/2
As Part of an Estate Plan
Will – bequest
Life Insurance Beneficiary
Retirement Plan Beneficiary
Transfer on Death (TOD or POD accounts)
Note: In many cases you may designate a beneficiary to receive a specific percentage of the proceeds, not necessarily the entire amount.