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. 
 
While living:

• 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)
  
• Trusts

 
Note: In many cases you may designate a beneficiary to receive a specific percentage of the proceeds, not necessarily the entire amount.

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