CIS Wealth is now Christian Financial Advisors: Same Team, New Name.CLICK HERE >>

Creatived Giving – PART 6 – The Donor Advised Fund Continued

Creatived Giving – PART 6 – The Donor Advised Fund Continued

THE DONOR ADVISED FUND Last week I introduced a tool for leaving a financial legacy called a donor advised fund. I also shared three scenarios where a solution for leaving a financial legacy was needed. In all three of these scenarios, a donor advised fund may be used to more efficiently accomplish short and long […]

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

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

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

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.