A quality estate plan makes your final financial wishes known. 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, CLU, LUTCF, FICF, 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.)
Follow John on Twitter: @johntetzloff or read John's blog.
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John shares his insights on estate planning, charitable giving and final expenses in a newsletter that can come to your email inbox every month.
Articles on Estate Planning
10 Reasons NOT to have an estate plan
Don't let the state take your estate
Why do I need a plan if my estate is small?
Bequests - use this common type of gift correctly
Prepare to pass your assets to your heirs
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:
- Making Catholic United grants and incentive programs possible
- Encouraging volunteer work
- Fundraising for Catholic parishes, schools and religious education programs
- Participating in the business decisions of a company that is member-owned and member-operated