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PREPARING YOURSELF AND LOVED ONES FOR SURVIVORSHIP
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Death is a certainty. Make your preparations NOW to leave this life with no regrets. It's never too early or too late. Hosted by the Men of St. Tom's (MoST), this workshop series (presented in May/June 2023) can help prepare you and your loved ones for the worldly implications of your departure.
For questions, email [email protected].
Below is a table of the recordings and resources shared during the workshop series.
As a follow-up, MoST is offering a blog to expound on "No Regrets" topics. The threads will appear in the blog section of this page. To receive the blog posts directly, please use this page's sign-up form.
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Flocknote Updates
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Dear St. Tom's No Regrets workshop participants, I hope you all are making progress towards "Not leaving a mess behind" from any or all the 7 sessions we covered earlier this year. Our goal here is...
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Greetings, "No Regrets" Participants! As promised, a Blog is being launched as a follow-up to the “No Regrets 2” workshops this past summer. To refresh your memory, the workshop series focused on...
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Blog
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We, The Men of St. Tom’s, will be introducing the promised follow-up blog to the "No Regrets 2" workshop this past summer. We envision that as the development of this blog progresses, we will be able to either provide answers for you or get you to a source for finding the information needed for your questions.Read More
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Workshop Series:
Date Title Description Presenter May 4 - Setting the Table: Putting Your Legal Documents in Place
Gain advisement on what after-life legal documents will facilitate the distribution of your estate to your survivors. Andy Gutwein, J.D., Gutwein Law, Estate Planning Focus May 11 - Acquiring, Accessing, Updating, Sharing, and Securing One’s Information
- Planned Giving
Learn what information needs to be documented and the electronic and paper template tools available for documenting it, as well as best practices for securing and sharing it.
Discover how you can leave a legacy for others. and what standard information about yourself should be up-to-date and accessible to your survivors.Parishioners Wendel Blue and Vince Drnevich Tim Bobillo, major gifts and planned giving officer, Diocese of Lafayette
Marisa McDonald, coordinator of development at St. Tom'sMay 18 - Digital Assets: What Happens to Your Digital Life After Death
Learn how to sunset your accounts and provide needed access to your survivors Marcus Knotts, J.D., senior associate vice-president for planned giving, Purdue for Life Foundation May 25 - A Guide to Your Essential Planning: 4 Steps to Advance Funeral Planning
- The Catholic Perspective on Cremation
Find out more about funeral planning, including the Catholic church's stance on modern burial methods. - Kay Burry, family services counselor for Soller-Baker Funeral Homes;
- Fr. Steve Kuhlmann, OP, parochial vicar for St. Thomas Aquinas Catholic Center
June 1 - Financial Affairs: What Loved Ones Need to Know
Discover how financial decisions NOW can provide post-retirement peace of mind and leave a lasting legacy for others. Michael Evans, CFP, CWS, CKA, financial advisor for Ronald Blue Trust, and Jacob Ferguson, CFP, a financial planner for Ronald Blue Trust. June 8 - Your Belongings: Organize, Simplify, and Downsize
Learn more about life's transitions (moving, downsizing, aging in place) and how to make them with greater ease. Danielle Gaylord & Rita Smeyak, owners of SOS Relocation Services June 15 - What Else is There?
Let's talk about what else we need to do or plan for.
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