Biblical Stewardship Resource Library

A ministry of Taylor University

Biblical Stewardship Resource Library

The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500)

Optimizing Stewardship Planning

In this course we look at four key estate planning techniques that should shape your work with clients: compression, freezing, leveraging, charitable. Each by themselves is very effective, but when you combine them the outcomes are truly extraordinary.

Topics

  • Compression Techniques: Making Things Smaller
  • Freezing Techniques: Keeping Things the Same
  • Leveraging Techniques: Making Things Bigger
  • Charitable Techniques: Giving Things Away

Handout

The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500)

Note: the Video of this course will be available Winter 2020.

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