Corporate Trustees and Estate Planning
Do you need a Wealth-Inheritance-Legacy Plan?
As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.
Guaranteed Retirement Income For Life
It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.
9th Principle of Biblical Wealth Management: Leaving a Legacy
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
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 IV
This will be the last and final part on Heritage Planning. Last week we covered the first 6 of the 12 Elements of Preserving Family Wealth. I would invite you to go back and read the first 6 elements if you missed last week. Today I will cover elements 7-12.
7th Principle of Biblical Wealth Management: Heritage Planning, Part III
My last two blogs have been on Heritage Planning and last week we looked at some thought provoking questions to consider. This week we will cover the first 6 of the 12 Elements of Preserving Family Wealth.
7th Principle of Biblical Wealth Management: Heritage Planning, Part II
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
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.