Estate Planning 101 – Basics We All Need to Know
Your legacy is more than the assets you leave behind—it’s the lasting impact you make on the people and causes you cherish. Join estate planning attorney Sonja Markwart for an accessible, informative webinar designed to take the overwhelm out of protecting your family and supporting the organizations that matter most to you. You’ll gain practical guidance on creating a plan that safeguards your children, reflects your deepest values, and directs your generosity with intention. We look forward to helping you find clarity and confidence as you shape your family’s legacy.
Sonja Markwart, Esq. has practiced Estate Planning and Probate law for more than 17 years. She is a member of the Evangelical Lutheran Church in America Attorneys Association, serves on the ELCA Synod Council for Southeast Michigan, and is a former consultant with the ELCA Foundation.
Planned Giving 101 – How anyone can leave a lasting legacy
Thursday, February 26
7:00 p.m. -8:30 p.m.
Planned Giving can feel intimidating, but at its core it’s simply a way to remember the people and ministries you care about in your estate plan. You don’t need to be wealthy to leave a legacy, and you don’t need financial planners or attorneys to take meaningful steps. In this webinar, Tom Post CFP will walk us through a range of strategies—from the most straightforward options, like naming your church as a beneficiary of your IRA, to more advanced tools such as Charitable Gift Annuities and Charitable Remainder Trusts. We’ll also explore how you can “endow” your current annual parish pledge so that your generosity continues to make an impact long after your lifetime.
Tom Post is a Certified Financial Planner with more than 35 years of experience in the wealth‑management field. A dedicated member of Christ Church Cranbrook, Tom also serves on the EDOMI Legacy Giving Team, where he helps individuals and families explore meaningful, long‑term generosity.
