Blog

From 3 examples of legacy in the Bible, we learn that legacy is built by the standing stones we place throughout our lives.

Financial advisors can help clients think faithfully about their inheritance and provide the estate planning tools to achieve their goals.

Through estate planning, there are ways you can continue your family giving through your life insurance & charitable beneficiaries.

The Bible is clear that a good man leaves an inheritance. Discover five principles of inheritance in the Bible and what they mean for you.

There are many ways to time the distribution of your children's inheritance. Here are some considerations for how to carry out your plan.

Distributing inheritance may lead to division and family conflict. Starting a conversation about values and priorities early can address those challenges.

What are clients looking for when it comes to transferring wealth? What questions should advisors ask, and what is most important?

In the legacies of even young sports stars lives' cut short, we recount their values, personality, and faith over the stat sheet or wealth. What legacy will your clients leave?

As an advisor, what do you wish for your clients? Do you want them to be focused on the distribution of their assets when they die? Or would you rather see them live joyful, rich lives now? If you want to dig into that latter concept...

The beginning of the year is a time when many people begin thinking about estate planning. While it is crucial to have the necessary documents (i.e., wills, trusts, etc.) in place, estate planning...