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…
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…
Guns! Guns! Guns! They are a hot topic for debate. Do we need them? Should society tolerate their use? How do we protect ourselves effectively from the “crazy ones” with guns? The reality is that the right to bear arms is protected by the United States Constitution, and because of that, firearms make up a portion of inheritable estates…
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:…
These days it seems like many people are more concerned about the legal ramifications of their will than to consider the other benefits it provides to a person’s legacy. What other benefits? Well, it’s called a last will and testament for a reason. It serves multiple purposes. The will portion is just that, your dying…
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…
