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.
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 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.
Sudden Wealth Syndrome And The Eagle Ford Shale Play
This story begins with a rancher from south Texas, much like you or I. He had a family, a small ranch, two dogs, and a tractor or two that needed some work. Barely five years ago, this family man’s main worries consisted of weather changes, veterinary bills, livestock prices and the general well-being of the […]