End of life planning

You’re working hard to build an estate or business that can take care of generations to come. Making plans for complicated long-term issues like business succession or investment management can seem overwhelming. We believe that including your faith in the planning making process can be a source of comfort and direction in making complex decisions.

If you need to create and administer an estate, have questions about income tax issues, or need planned charitable giving, an MMA advisor can help. MMA Trust Company is chartered as a federal savings bank, allowing us to offer a full range of trust and investment services. We are a division of MMA.

It’s often helpful to know that others are facing the same issues as you. That’s why MMA created a place where you can connect and share. You’ll find e-newsletters, news, and daily stewardship tips in the MMA Community section.

• MMA is also a rich source of information, including this helpful guide How much do your survivors need? (200KB .pdf file)
• Request the attractive workbook to focus your thinking about retirement, Your enough guide.
• For a helpful guide on taking control and directing your medical care, read Making your wishes known. (7MB .pdf file)