Plan now, So Your Loved Ones Don’t Have To

Plan now, So Your Loved Ones Don’t Have To

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By Kathy Fanger

“Do not store up treasures on earth, but store up treasures in heaven. For where your treasure is, there will your heart be also.” -Matthew 6:19-21

Estate planning is the preparation of tasks that serve to manage your assets and wishes if you should die or become incapacitated, and taking the steps to ensure your decisions can be carried out. Estate planning can be used to eliminate uncertainties over the administration of an estate, to maximize the value of the estate by reducing taxes and other expenses, and ultimately to protect family members and beneficiaries and honor one’s life legacy. 

What does Estate Planning include?

Estate planning includes the following steps: Property Management; Wills & Trusts; Retirement Planning; Taxes; Investment Planning and Financial Protection; Legacy Gifts and Planned Giving; Advance Directives, Health Care Proxies, POLST; Pre-Planning Funeral, Purchasing Burial Property and Paying Fees.

Financial Planning, Property Management, Wills & Testaments, Trusts, Taxes, Power of Attorney

Generally, attorneys and financial advisors can help you plan and protect your monetary and property assets. These documents allow you to indicate your desired medical treatments at end-of-life and how you will want your assets to be distributed after death. They are legal documents that ensure your instructions will be carried out. Whether your estate is large or small, these steps help you to thoughtfully protect your assets and give you peace in knowing that your loved ones are properly protected upon your death. Catholic Cemeteries offers free Advance Directive and Estate Planning workshops. Our attorney presenters offer complimentary consultation sessions to attendees and will also review existing documents for potential revisions.

Pre-Plan Funeral and Purchase Burial Property

Pre-planning your final resting place ensures that your last wishes will be fulfilled and will relieve emotional and financial stress on your family, leaving behind a welcome legacy of love and consideration. Catholic Cemeteries offers many options for your final resting place that meet the needs of you and your loved ones. We offer affordable solutions and financing for pre-need arrangements. Our planning guide will help you communicate your wishes for your funeral, including Vigil, Funeral Mass and Burial.

Review and Update

It is extremely important to review, update and communicate all your wishes and estate documents with your loved ones, doctors and attorney to make sure everything is up to date and based on current laws and personal situations.

With your end-of-life plans in place, you can be at peace and continue living, loving, and focusing your life on relationships, not logistics. One day the Lord will call you home, “Well done, good and faithful servant. Come and share in your master’s happiness.”

Catholic Cemeteries of the Diocese of San Jose will assist you in protecting your loved ones and your legacy. We bridge the gap before, during and after a death. We honor your life legacy by providing hope and compassion, peace of mind, and financial stewardship in a beautiful resting place. Contact us for assistance and resources to help with all your end-of-life needs. 

Upcoming Workshops

SOLACE – Soul + Grief

Monthly Drop-in Grief Support Group – Grounded in spirituality and faith

February 27: 7 – 9 p.m (4th Wed. each month)

O’Connor Hospital Chapel, Main Entrance 2105 Forest Ave., San Jose. Parking in the back lot, right of main entrance.

Facilitator: Candee Lucas, M.A. Pastoral Ministries. 

We hope to create a sacred space for you to share your grieving. No RSVP necessary. Free. Sponsored by Catholic Cemeteries and O’Connor Hospital.

Planning a Catholic Funeral

March 16: 10 a.m. – 12 p.m.

Saint Joseph of Cupertino Parish – Community Center 10110 N. DeAnza Blvd., Cupertino

Presenters: Father Christopher Bennett, Beddingfield Funeral Services and Catholic Cemeteries

The Vigil, Funeral Mass and Committal (graveside services) each have distinct purposes in the journey toward healing and wholeness. Come learn about the Church’s comforting Catholic rituals and prayers and the services and options offered through a funeral home and Catholic Cemeteries. Give yourself and your loved ones the gift of peace of mind by having your end -of-life plans in place. 

For our free Legacy Planning Guide or information on our workshops, call (650) 549-6056 or cemeteryinfo@dsj.org.