Planning Ahead and Preparing Well: Critical Steps for Peace of Mind

Elizabeth Bunk, CPA, CFP®, has more than 30 years of experience in public accounting, with an emphasis on tax compliance and tax consulting for high-net-worth individuals, their entities, and trusts. In addition to being a Partner in Tax Services, she is also a partner in the Weaver Family Office.  Elizabeth is combining her knowledge of tax compliance and planning with Weaver Family Office services such as consolidated reporting, philanthropy services, and other wealth transfer planning strategies.

Julie Edelman is an attorney with Chamberlain Hrdlicka and a shareholder in their Trusts & Estates group.  She assists clients in preparing estate planning documents and advises them during the probate and estate administration process.  She is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. Julie and her husband, Andrew, attend St. John the Divine with their two daughters, Caroline and Louise.

Tara Converse, Director of Parish Giving, will join the panel to discuss the Sumners Legacy Society and how parishioners can include St. John the Divine in their long-term plans.

Topics include:

• Core estate planning documents
• Healthcare and financial decision-making during incapacity
• Wills, trusts, and probate
• Executor and fiduciary responsibilities
• Planning for spouses and family dynamics
• Organizing important documents and creating a "family manual"
• Tax planning considerations, including IRA and Roth IRA assets
• Estate and healthcare planning best practices