Legacy Services

The Kirk Legacy Services Department was created to provide God’s people with the opportunity to plan for their future and the future of their heirs. We will provide helpful information in regard to faith and finances, answer questions, and be a resource to those who want to build a balanced, biblical financial future.

The Kirk Legacy Services Department exists to provide free resources to its members.  Think of this service as a free “second opinion” if you have already created an estate plan, or use it for the first time to find out how it can benefit you, your family, and your finances. 

Here is a comprehensive list of everything the Legacy Services Department can assist you with:

  • Wills 

  • Guardianship for minors

  • Trusts

  • Beneficiary designations

  • Financial stewardship of assets

  • Managing your personal finances

  • Explaining the estate planning process

  • Educational seminars at the church

  • A help desk for questions related to planning 

  • Calculations for tax implications regarding asset gifts

  • Personally walk each member through the planning process

  • Act as liaison with the professional community (attorney, accountant, insurance agent…) to advocate for the church member to help complete their plan

  • Reducing or eliminating capital gains tax strategies

  • Reducing income taxes

  • Reducing or eliminating estate taxes

  • Guaranteed, tax favored, income strategies for life

  • Transferring a family business with no gift tax

For more information, contact Mark Loeber at 918.491.0079 or mloeber@thekirk.com.