Blog

Legacy in the Bible

Legacy in the Bible: Creating Standing Stones

November 29, 2022

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

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Ministry and The Marketplace

September 8, 2022

Acts 19 shows us the effectiveness of ministry in the marketplace. Paul maintained roles in both ministry and the marketplace so he could serve as an example.

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Inheritance Questions: Timing Out Your Inheritance

June 3, 2022

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

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Inheritance Questions: What to do in Challenging Situations?

April 22, 2022

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

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Looking Up: An Advisor’s Story of Transformative Values

From an early age, Hilgardt Lamprecht discovered the value of placing life over wealth. Now he helps others maximize life to maximize wealth.

the stein family children

The Stein Family: A Legacy of Generosity

April 9, 2021

Inspired by a conference early on in their marriage, Mike and Cindy Stein share the journey of passing a legacy of generosity to their children.

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Building the Bridge for Generations

March 12, 2021

Finding success in building generational wealth plans with your clients' future generations can be difficult. Advisors need these key...

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Navigating Family Wealth: Unlocking Potential Through Legacy and Generosity

September 11, 2020

We found ourselves in the business of strategic wealth management and generational wealth transfer. We began to focus on not only financial assets but also spiritual, human, and relational capital.

a group of young men sit at a table with their coffee cups and discuss legacy planning

Keys to Introducing Legacy Planning

August 14, 2020

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...