201512.22
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Part II: What does the Bible say about nominating executors, trustees, agents, guardians, and attorneys-in-fact?

Who do you trust? Who can you entrust with your most precious possessions? Personal well-being? Family? A good estate plan will require the nomination of a representative to act on your behalf, and you will additionally be asked whether you want to list any alternates in case your first choice is unable to do the…

201512.22
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Christian Estate Planning Toolkit

Introduction A good man leaves an inheritance to his children’s children, but the sinner’s wealth is laid up for the righteous. (Proverbs 13:22). The Bible discusses money often, and it should be no surprise that the Bible’s focuses on legacies. When you think about it, the entire New Testament memorializes the Last Will & Testament…

201512.22
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Personal Inventory Tool: Circle of Influence

This personal inventory tool was developed to help individuals think through how the relationships in their life, and specifically how the circle of influence they have can identify what is most important to them for purposes of developing an estate plan. People in your circle of influence have contributed to the experience that you call…

201510.20
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Estate Planning Awareness Week 2015

Estate Planning Awareness Week October 19 – 25 Don’t Delay Your Planning The need for financial planning is obvious, so why do so few people do it? Here are a few reasons: Unorganized finances Lack of financial knowledge Not enough time Procrastination Lack of goals as a motivating force Five Steps Toward Successful Estate Planning 1. DEFINE YOUR GOALS:…

201502.23
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Legacy: Parable of the Talents

Many people like to comment in initial consultations at my question about the client’s estimate of the gross value of their estate.  I always get something like: You’ve probably seen bigger numbers… I know it’s not much… I could have had more but… It’s still growing… I always have the same response for everyone.  It’s not about how much you…