Biblical Stewardship Resource Library

A ministry of Taylor University

Biblical Stewardship Resource Library

Tag: Planning

Tour Guide or Travel Agent

When planning for your family’s wealth, do you want to use people who can tell you how to get there but leave you on your own to figure out what to do? Or, would you rather use someone who can carefully walk you through the entire wealth stewardship planning thought process?

How Did You Do That?

When I was in personal practice, my clients and their advisors would see the bottom-line results of my comprehensive Master Stewardship Plan designs and they would often look at me in disbelief and ask, “How did you do that?” When they look at the financial outcomes, it seems to indicate that $2 + $2 = $11. But it was not “smoke and mirrors” and it was not “magic.” What they were seeing is the effect of the careful and strategic integration of three powerful planning concepts – all combined into one carefully integrated Master Stewardship Plan.

Dynamic Duo: Deferred Inheritance Trust & Enhanced Income Trust

These two powerful trusts are mirror opposites of one another. Properly designed, the Deferred Inheritance Trust pays its income to charity or a family foundation for a term of years or life, then terminates. The trust assets then pass to the heirs, gift/estate tax free. The Enhanced Income Trust, pays its annual income to the family. Upon termination, the trust assets pass to your charity/family foundation.

Answering the Three Required Foundational Planning Questions (ESC 300)

Helping Client’s Maximize Planning Outcomes There are three foundational questions that need to be answered for a family to create a comprehensive and integrated plan. In this course, we discuss these questions and describe how to use them to help your client’s maximize strategic planning outcomes. Topics Learning about the three foundational planning questions Outlining […]

Inheritance Planning and Heir Preparation (ESC 800)

Maturity Markers and Inheritance Readiness Without a doubt, the most complex area of planning is inheritances. There is nothing more devastating than an ill-thought-out inheritance plan. In this course, we learn how to use “maturity markers” to help parents and grandparents objectively assess the readiness of their heirs to receive an inheritance. We will also […]