Writing a Letter to Future Generations

07/31/2020Posted in Business, Christianity, Bible, Bible Verses, Estate Planning, Integrity, Blogs, Newsletters

By Bob Barber, CWS® These commandments that I give you today are to be on your hearts. Impress them on your children. Talk about them when you sit at home and when you walk along the road, when you lie down and when you get up. Tie them as symbols on your hands and bind [...]

Emergency Estate Planning Decisions to Make Right Now

04/14/2020Posted in Estate Planning, Inheritance, Blogs, Newsletters

By Shawn McCammon Though it may be hard not to panic when the grocery store shelves are empty, the number of confirmed cases of COVID-19 keeps rising, and we see sobering statistics across the globe…we will not overcome this challenge with a panicked response. Nonetheless, there are certain things we all need to be doing [...]

3 Reasons Why Every Family Needs a Legacy Plan Now

08/28/2018Posted in Finance, Estate Planning, Newsletters

A common misconception about legacy planning is that only the very wealthy leave legacies, but nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you [...]

The Tasks of an Executor

01/18/2017Posted in Estate Planning, Blogs, Newsletters

In the last few months unfortunately, we have had a number of older clients pass away who we had served for many years. Our condolences are with their families over the loss of their loved ones. When a person passes away, the tasks of the chosen executor for their will can be a very long [...]

Tuesday’s Two Cents June 25, 2013

06/25/2013Posted in Finance, Wealth, Wealth Management, Christianity, Bible, Biblical Wealth Management, God, Bible Verses, Jesus, Estate Planning, Christian Estate Planning, Tuesday's 2 Cents, Blogs

God gives us wealth so we can make a difference and help others.

9th Principle of Biblical Wealth Management: Leaving a Legacy

06/23/2013Posted in Wealth Management, Retirement, Christianity, Bible, Biblical Wealth Management, God, Bible Verses, Jesus, Estate Planning, Christian Estate Planning, Inheritance, Family Inheritance, Heritage Planning, Blogs

Acts 20:35 In everything I did, I showed you that by this kind of hard work we must help the weak, remembering the words the Lord Jesus himself said: ‘It is more blessed to give than to receive.’

9th Principle of Biblical Wealth Management: Leaving a Legacy

06/21/2013Posted in Wealth, Wealth Management, Christianity, Bible, Biblical Wealth Management, Bible Verses, Estate Planning, Christian Estate Planning, Inheritance, Family Inheritance, Heritage Planning, Blogs

Acts 20:35 In everything I did, I showed you that by this kind of hard work we must help the weak, remembering the words the Lord Jesus himself said: ‘It is more blessed to give than to receive.’

7th Principle of Biblical Wealth Management: Heritage Planning, Part II

05/17/2013Posted in Finance, Wealth Management, Christianity, Bible, Biblical Wealth Management, Bible Verses, Estate Planning, Christian Estate Planning, Inheritance, Family Inheritance, Heritage Planning, Blogs

Last week I introduced the process called Heritage Planning and its importance. If you missed it, I would invite you to go back and read how estate planning has a 90% failure rate by the third generation if Heritage Planning is not included in estate planning. By including Heritage Planning, you don’t have to choose […]

7th Principle of Biblical Wealth Management: Heritage Planning Part I

05/10/2013Posted in Finance, Generation X, Generations, Baby Boomers, Wealth Management, Christianity, Biblical Wealth Management, Estate Planning, Christian Estate Planning, Family Inheritance, Heritage Planning, Blogs

Wisdom, Family Values, Money…if you could only leave two of these things to your children, which ones would they be? We’ve all heard of Estate Planning, but how about “Heritage Planning?” Today, and for the next few weeks, I’d like to talk to you about Heritage Planning.

6th Principle of Biblical Wealth Management: Estate Planning

05/03/2013Posted in Finance, Wealth, Wealth Management, Christianity, Bible, Biblical Wealth Management, Bible Verses, Estate Planning, Christian Estate Planning, Inheritance, Blogs

PROVERBS 20:21(NASB) AN INHERITANCE GAINED HURRIEDLY AT THE BEGINNING WILL NOT BE BLESSED IN THE END. An estate is comprised of everything you own—cars, homes, other real estate, checking and savings accounts, investments, retirement accounts, mineral rights, life insurance, personal possessions, collectables, etc. Estate Planning includes protecting these assets while living, as well as pre-planning […]