Inheritance and Estates

Moody Radio Interview 7-11-17 – Transferring Wealth

In this broadcast, we discussed some of the tax issues that come into play when transferring wealth to our children or to ministry.  The following recording is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM). You can read the corresponding article here. For more information on Moody Radio, go to moodyradio.org/indiana.…

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Moody Radio Interview 6-27-17 – Including God in Your Estate Plan

In this broadcast, we discussed the idea of including God in your estate plan.  The following recording is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM). You can read the corresponding article here. For more information on Moody Radio, go to moodyradio.org/indiana.   Brad Graber, CFP® has been working with clients…

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Moody Radio Interview 6-20-17 – Estate Planning

We discussed estate planning in this broadcast.  The following recording is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM). You can read the corresponding article here. For more information on Moody Radio, go to moodyradio.org/indiana.   Brad Graber, CFP® has been working with clients on personal financial planning and investment issues…

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Moody Radio Interview 6-13-17 – Leaving an Inheritance for Your Children

We discussed leaving an inheritance for your children in this broadcast.  The following recording is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM). You can read the corresponding article here. For more information on Moody Radio, go to moodyradio.org/indiana.   Brad Graber, CFP® has been working with clients on personal financial…

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Two Things You Need to Know About Transferring Wealth

An important part of stewardship involves being efficient with our assets and minimizing waste.  Often I find that people concentrate on saving nickels and dimes in their daily lives, but ultimately ignore the things that could potentially save them and their heirs hundreds of thousands of dollars.  It’s important to be wise when it comes…

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Including God in Your Estate Plan

It’s pretty common to see the estate plan of a person not match up with their spiritual life.  One of those common disconnects is when a person who has lived a life of faithful giving has plans to leave little or nothing to the ministries they supported during their life.  On the flip side, when…

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Estate Planning – Leaving an Inheritance for Your Children

Regardless of whether you have abundant wealth or just scrape to get by, one thing is certain:  you won’t be taking anything with you when you leave this world.  Estate planning is our opportunity to decide who gets those assets we leave behind.  Most people I encounter haven’t given this issue much thought and simply…

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Estate Planning – Our Final Act of Stewardship

An estate plan gives us all the opportunity to lay out a process for the management of everything we have even after we are no longer able to make those decisions.  This could include decisions related to our healthcare, our financial affairs, and ultimately the transfer of our assets upon death.  Did you know that…

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