Legacy Planning Video Series

The Catholic Foundation has created a new virtual video series for Legacy Planning. The videos reflect key topics covered at our in-person Life Planning Seminars from three presenters, split into four videos.

The videos are for anyone wishing to learn more about life planning and can be used effectively for parishes wishing to hold a virtual seminar. The Catholic Foundation staff is available to assist in planning and facilitating, and can include a live discussion on planned giving. To begin planning, please contact us here.

Pre-Planning: Burial

Terry Young, Executive Director of Calvary Catholic Cemetery, provides a short overview of the importance in planning ahead and what Calvary offers. Watch the video below to learn more.

Pre-Planning: Funeral

Father Kevin Yarnell, Pastor at Sacred Heart Parish in Pinellas Park, presents a brief overview and what steps you can take in pre-planning your final illness and funeral. Watch the video below to learn more.

Estate Planning – 2 Part Lecture Series

Estate planning attorney Laurie Valentine of Fisher and Sauls, P.A. in St. Petersburg, FL presents a two part lecture on the top 10 estate planning mistakes and solutions. We recommend viewing both parts in this lecture series.

In part 1 of this lecture series, Laurie discusses the first five mistakes of estate planning, with solutions for each. Watch the video below to learn more.

https://vimeo.com/507099640

In part 2 of this lecture series, Laurie discusses mistakes and solutions six through 10 of estate planning. Watch the video below to learn more.