Passing on Values Is Essential to Couple's Estate Plans

Starting an estate plan was essential to Jasper and Tyson Owens, members of St. Bonaventure Parish in Columbus. The couple feels that it is crucial to ensure that they take care of their loved ones.

"What we love are our family and our faith, and we want to make sure we pass on our values and protect what needs to be protected," said Tyson.

"Our Catholic faith is number one. Our whole life revolves around it," said Jasper. As young parents, they want to provide not only for their daughters but also for the girls' school – St. Bonaventure.

"We want to make sure that our values that Tyson and I cherish are shown to our girls. That's extremely important to us," she said.

As a financial advisor, Tyson knows that it's never too early to start thinking about one's legacy. "Young people – people in their 20s or 30s – can be intimidated by the words estate plan. It doesn't have to be complicated. It can just be as simple as reviewing the beneficiaries of your life insurance, your 401K, your retirement plans. Just doing that is taking steps in the right direction," he said.

"I once read that the life you lead is the legacy you leave. Legacy is the impact of a life well lived," said Tyson. "It's making a positive difference in people's lives well after you're gone. It's being able to pass on your values after you're gone. To us, a legacy is more than money."

Your legacy tells your life story. It must be carefully cultivated through thought and planning and often starts with creating an estate plan. It can help clarify priorities and decide who and what is truly most important. Many people are called to include the Catholic Church in their estate plans as a lasting testament to their faith. The Archdiocese of Omaha created the Living Legacy Circle as a special way to recognize those who have made a provision in their estate plans for the Archdiocese of Omaha or a parish or school within the archdiocese.

Learn more about how you can become a member of the Living Legacy Circle like Tyson and Jasper Owen and how your legacy can make a difference right here in the Archdiocese of Omaha by contacting:

Tony LaMar
Legacy Planning Officer
Archdiocese of Omaha
Stewardship & Development Office
402-557-5650
[email protected]