Planning for Your Future
Clergy Trust has retained the services of Jay Marsden, a certified elder care attorney, to provide guidance for financial and estate planning. Jay has been working with our priests since 2009 and has a true understanding of the specific circumstances of our priests. Jay can be reached by phone at (617) 306-1572 or by email at [email protected]. Clergy Trust has negotiated reduced fees for services, and in some cases these fees are subsidized.
Below you will find some helpful information for planning for now and for your future.
Estate Planning
Financial Planning in your 40s
Financial Planning in your 50s
Financial Planning in your 60s
Financial Planning in your 70s
Retirement Planning
Clergy Trust is committed to providing diocesan priests who are approaching senior priest status with information that will make their “retirement” happy and fruitful. While we recognize that each priest’s situation is unique, it is our hope that we can answer some or most of your questions and/or concerns regarding your senior priest and retirement years with the resources available here.Â
