How To Prepare Adult Children for an Inheritance
In our last article, we talked about the big idea behind the Great Wealth Transfer. By the year 2045, an estimated 84.4 trillion dollars will pass from one generation to the next. We
Don’t Just Leave an Inheritance. Prepare Your Children For It.
You have worked hard for 40 or 50 years to build your savings, grow your investments, and build your business. You went without. You sacrificed. You worked long nights and made choices other
Checklist: Tasks to Complete When a Loved One Dies
GET THE PRINTABLE CHECKLIST HERE Losing a loved one is undoubtedly one of life's most challenging experiences. Amidst the emotional turmoil, managing the practical aspects of their affairs can feel overwhelming. To help you
Don’t Die with an Annuity
Listen to President Tim Russell and Pastor Drew Gysi explore this topic here. What is an Annuity? An annuity is a complex contract between an individual and an insurance company. The individual either makes a lump sum payment
What To Know About Estate Administration
When a spouse, parent, sibling, or other loved one dies, administering their estate becomes the responsibility of a family member or professional. If you are not a professional, expect to be thrusted into details of
A Primer On Setting Up A Trust Fund
Trusts funds used to be the realm of the wealthy, providing a tool to pass money to heirs and charities. Nowadays, though, they are becoming a means for more people to engage in smart estate
What Happens With Your Assets When You Die?
Since a 1965 book by financial planner Norman Dacey popularized avoiding probate, the strategy has become ingrained in the American financial psyche, and the U.S. financial system has accommodated consumers by making it easy to
Talking to Elderly Parents about Money
Listen to President Tim Russell and Pastor Drew Gysi explore this topic here. Proverbs 27:12 says this: "The prudent see danger and take refuge, but the simple keep going and pay the penalty." In this article, we want to
Managing Probate When Setting Up Your Estate
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to
2021 Market Review & What’s to Expect in 2022
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,