Three Ways 2020 Could Impact Estate Planning
Now is the time to review estate plans for 2020. The beginning of the year is a time when many people have a resolution to evaluate, reevaluate, or plan their…
Read MoreFilter Posts
Categories
Topics
Building Your Legacy through Estate Planning
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…
Read MoreThe Wealth Transfer Rises to $68 Trillion
The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth Transfer was $59 trillion by 2030. But the projected…
Read MoreOvercoming Common Challenges with Generosity in Estate Planning
Clients rely on advisors for security in their financial planning decisions. Many feel the weight of large financial decisions with implications for family, relationships, and Kingdom impact. To help with…
Read MoreFive Principles of Inheritance
It’s one of the most common questions I get asked: “How much should I leave my children?” Although the Bible is clear that a good man leaves an inheritance to…
Read MoreAm I Required to Leave My Grandchildren an Inheritance?
Leave an inheritance to grandchildren? Steve was incredulous. He’d never considered it. Yet when he read Proverbs 13.22, it was like he’d read the verse for the first time: “A…
Read More