Estate Planning

Catholic United Financial > Learning > Estate Planning

No matter the size of your assets, you can put an estate plan together with help from Catholic United Financial to ensure that your estate will benefit the people and charities that matter to you.

Catholic United Sales Representatives and our Advanced Case Specialist can help you create create a quality estate plan that honors your wishes, protects your assets, and aligns with your Catholic faith. Tap into the power of Catholic United Financial.

Expert Advice for Estate Planning

John Tetzloff is Catholic United Financial’s Advanced Case Specialist and Trainer. He regularly meets with Catholic United members and their Sales Representatives to create estate plans both large and small to preserve farms, establish trusts and maximize assets.

Using his 25 years of experience in the financial products field, John leads 50 Catholic United seminars a year at parishes in the Upper Midwest. He also hosted Catholic United’s radio talk show “Creating Wealth Beyond Money” which tackled estate planning and long-term wealth creation. (John is not an attorney or tax advisor. He recommends his clients consult their personal legal or tax advisor before making any decisions with legal or tax implications.)

Learn with us

Financial education with a Catholic focus
A QCD is a great way to transfer funds tax-free to charity

Use this creative alternative to increase your charity and gain potential tax advantages

Life-changing tax reforms have come, and it's time to use them to the advantage of yourself and your favorite charity.
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a path winding through a fantasy-like forest setting

Estate planning doesn’t have to be a fairy tale

Unlike fictions and fairy tales, I would like to tell a TRUE story that is quite common among those we assist with their estate planning. Although this story has somewhat of a sad ending, it reflects the courage and persistence needed to make sure things are in order when life takes a turn.
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Scissors cutting a piece of paper that says "Rules"

Regarding charitable giving and taxes, all the rules have changed

If you are like most of us, you recently finished filing your taxes for 2017. The old rules were still in play, so the effects of your charitable giving were probably well known to you. But now as you look toward filing your 2018 taxes, all the rules have changed.
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Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:

  • Making our grants, scholarships and incentive programs possible
  • Encouraging volunteer work and training
  • Fundraising for Catholic parishes, schools and religious education programs
  • Participating in the business decisions of a company that is member-owned and operated
  • Bringing benefits to your local Catholic community