Deferred Inheritance Trust: A Powerful Family Planning Tool
The Deferred Inheritance Trust (IRS named a Charitable Lead Annuity Trust) may be one of the most underutilized Family Wealth Planning tools available.
Combining Compression Planning with Charitable Planning
One of the most effective and creative techniques in Family Wealth Counseling is combining what is called compression planning with charitable planning strategies. Each of these two techniques by themselves is quite effective, but when they are combined, the financial leverage created is hard to believe.
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 Video Handout Answering the Three Required Foundational Planning […]
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 […]
Understanding and Using the Charitable Planning Tools (PTS 100A)
Optimizing Planning Outcomes This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes. Topics Video Handout Understanding and Using the Charitable Planning Tools (PTS 100A) Related Resources
The Collision of Biblical and Secular Worldviews in Planning and Giving (ESC 200)
Are You Asking Your Clients the Right Questions An advisor’s personal worldview has a massive impact on how he or she provides guidance. Tragically, even Christian advisors do much of their planning from a secular perspective because this is how they were trained. In this course, we identify where secular and biblical worldviews collide and […]
Helping a Family Evaluate Where They Are in Their Planning (SPP 500)
Learning to Ask Critical Mental Angle Questions Have you ever talked to a potential client and been blown off with comments like: “Oh, we already have that taken care of” or “We already have an advisor who does that for us”? You know that you have 10 seconds to come up with a compelling response […]
The Five Phase Stewardship Planning Process (SPP 400)
Avoiding the Quicksand of Implementation A comprehensive stewardship planning process must address all five aspects of planning. The right emphasis on each aspect is critical to ensure the plan designed for clients is implemented effectively. In this class, we discuss the “quicksand” of implementation and how to avoid losing your clients in it. Topics Video […]
The Banks Family: Multi-Generational Planning at Its Best
The Banks were all followers of Jesus with a strong personal interest and involvement in supporting many different ministry efforts. They liked the idea of using some portion of this unneeded wealth to support the Kingdom causes their families cared about. Here was the dilemma. If Mildred gave these assets to the grandchildren, very little would actually get to them and nothing would go to support Kingdom causes.
Deflecting Wealth vs. Divesting Wealth
It is far easier and cheaper to avoid taking ownership of wealth and the additional income it produces than it is to attempt to dispose of it once it shows up on your balance sheet and your 1040 income tax form. Like avoiding degenerative diseases, it takes strategic, advanced planning to deflect your wealth where you want it to go without it first coming to you.