Inheritance and Estates

What Is Stewardship?

Stewardship – Vineyard

Imagine being the caretaker of a sprawling estate.  Your duties include maintaining the grounds, the mansion, the pool, and the owner’s collection of luxury cars.  One day, the owner tells you he is leaving to travel the world and has no idea when he will return.  You’re told to keep doing your job so that…

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Moody Radio Interview 8-6-18 – Including God in Your Estate Plan

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We often discuss how important it is for your financial life to be a reflection of your spiritual life.  Estate plans are one of the most commonly overlooked financial opportunities we have to demonstrate our faith and impact the ministries we are passionate about.   The following recording is from “Mornings with Kelli and Steve” on…

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Including God in Your Estate Plan

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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

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Regardless of whether you have abundant wealth or struggle 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 default…

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Moody Radio Interview 7-11-17 – Transferring Wealth

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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

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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

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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

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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

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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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