
MTW Center for Estate & Gift Planning
What Is Estate Planning?
“The earth is the Lord’s, and everything in it, the world, and all who live in it.”
– Psalm 24:1
Put simply, estate planning is figuring out what you’re going to do with what you’ve got.
During your lifetime, estate planning concerns the creation, conservation, and use of resources in order to secure the maximum benefit for you and your family now, during disability, and at retirement. Then, at death, this careful planning will also ensure that those resources are transferred to your loved ones with minimum depletion and delay due to taxes and probate.
A Christian might define estate planning another way: asking God what He wants you to do with what He’s given you, both now and after death. It’s recognizing that God is the owner of all and that each of us is also called by God to play a part in the advancement of His kingdom. Some of us will be called to go to the field; all of us are called to give to support the work of ministry. By giving to gospel-centered charities and ministries, we are being faithful to God’s call and serve as powerful testimonies to our children, our churches, and those around us.
This faithful stewardship of resources doesn’t stop when life ends. In fact, the single largest act of financial stewardship most believers will make is deciding what we will do with our assets upon our death, and arranging for the transfer of those assets in a manner that continues to reflect our Christian commitments.
We can assist in developing a plan that will help you use your assets wisely, whether for personal, family, business, or charitable interests.
If you are interested in learning more, contact us at: 678-823-0028 or [email protected]
What Is Estate Planning?
“The earth is the Lord’s, and everything in it, the world, and all who live in it.”
– Psalm 24:1
Put simply, estate planning is figuring out what you’re going to do with what you’ve got.
During your lifetime, estate planning concerns the creation, conservation, and use of resources in order to secure the maximum benefit for you and your family now, during disability, and at retirement. Then, at death, this careful planning will also ensure that those resources are transferred to your loved ones with minimum depletion and delay due to taxes and probate.
A Christian might define estate planning another way: asking God what He wants you to do with what He’s given you, both now and after death. It’s recognizing that God is the owner of all and that each of us is also called by God to play a part in the advancement of His kingdom. Some of us will be called to go to the field; all of us are called to give to support the work of ministry. By giving to gospel-centered charities and ministries, we are being faithful to God’s call and serve as powerful testimonies to our children, our churches, and those around us.
This faithful stewardship of resources doesn’t stop when life ends. In fact, the single largest act of financial stewardship most believers will make is deciding what we will do with our assets upon our death, and arranging for the transfer of those assets in a manner that continues to reflect our Christian commitments.
We can assist in developing a plan that will help you use your assets wisely, whether for personal, family, business, or charitable interests.
If you are interested in learning more, contact us at: 678-823-0028 or [email protected]
How To Get Started
Your estate has been accumulated as a result of your labors and God’s blessings. How your estate is dealt with and distributed is an important part of your total life of stewardship, and it is essential that you carefully plan.
Step 1: Set the Goals and Objectives That You Want to Accomplish
As a Christian, estate planning is an act of stewardship. Your first priority is finding God’s plan of stewardship for your estate. The distribution of your estate will be unique to your life circumstances.
Your second priority is to understand that “people are more important than dollars.” While we are living, we desire to do everything possible to help our loved ones. Your estate plan should reflect this desire as you choose the individuals and organizations to whom you will give your property.
Step 2. Become Familiar With Estate Planning Tools
You don’t have to be an expert, just familiar enough with concepts and tools to take action. We can help you understand your options and assist you in executing the plans recommended by your legal counsel.
Step 3. Gather All the Data Needed to Plan
Your estate plan will only be as valid as the information you provide to those who design and draft it. We have a practical tool to assist you in gathering the necessary data. When this data is gathered, it is time to complete step four of the estate planning process.
Step 4. Seek Competent Counsel
We are here to help guide you through the steps of planning for the people and property in your life. We have prepared a Guide to Planning Your Estate and Confidential Estate Inventory form to assist you in gathering the necessary data and outlining your distribution objectives.
Your estate has been accumulated as a result of your labors and God’s blessings. How your estate is dealt with and distributed is an important part of your total life of stewardship, and it is essential that you carefully plan.
Step 1: Set the Goals and Objectives That You Want to Accomplish
As a Christian, estate planning is an act of stewardship. Your first priority is finding God’s plan of stewardship for your estate. The distribution of your estate will be unique to your life circumstances.
Your second priority is to understand that “people are more important than dollars.” While we are living, we desire to do everything possible to help our loved ones. Your estate plan should reflect this desire as you choose the individuals and organizations to whom you will give your property.
Step 2. Become Familiar With Estate Planning Tools
You don’t have to be an expert, just familiar enough with concepts and tools to take action. We can help you understand your options and assist you in executing the plans recommended by your legal counsel.
Step 3. Gather All the Data Needed to Plan
Your estate plan will only be as valid as the information you provide to those who design and draft it. We have a practical tool to assist you in gathering the necessary data. When this data is gathered, it is time to complete step four of the estate planning process.
Step 4. Seek Competent Counsel
We are here to help guide you through the steps of planning for the people and property in your life. We have prepared a Guide to Planning Your Estate and Confidential Estate Inventory form to assist you in gathering the necessary data and outlining your distribution objectives.
We Offer Two Free Services
Personalized Estate Design
A personal and confidential review of your current estate plan from a stewardship perspective

Charitable Estate & Gift Planning Tools
Meet Our Team
Our team has the professional experience to offer personal, confidential, and expert counsel, using terminology and explanations that are easy to understand.

Jim Miller
Director of Partner Relations & Ambassadors Program

Bruce Owens
Dir., Center for Estate & Gift Planning

Beth Billingsley
Partner Relations Manager

Robin Lee
MTW West Coast Regional Director

John Tubbesing
Ambassadors Program

Archie Moore
Senior Partner Relations Officer

Chelsea Rollman
Marketing Specialist

Emily Pocoroba
Administrative Assistant

Emily Pocoroba
Administrative Assistant
Emily Pocoroba has served as the administrative assistant for the Partner Relations Department since 2013. She brings more than 11 years of experience to MTW, specifically working with donations and building partner relationships.
A Biblical Perspective


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This website is for informational purposes only and is not intended to be legal, tax, or financial advice. Please consult your legal and tax advisors to verify its applicability to your specific circumstances.
This website is for informational purposes only and is not intended to be legal, tax, or financial advice. Please consult your legal and tax advisors to verify its applicability to your specific circumstances.