Posts Tagged ‘Charitable Estate Planning’

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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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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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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