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What’s Ahead for Taxes and Charitable Giving Under Biden?
Now that the election is over, and control of the Senate is settled, there’s more clarity on the tax reforms we can…
What’s Included in Your Family Code of Conduct?
Do you have a family code of conduct? Perhaps you have one and call it something else. Or the idea of a…
Consider These Unique 2020 Year-End Giving Opportunities
As year end approaches, nonprofits need strong support to continue their missions. Consider several unique 2020 giving opportunities to help boost your…
Give Away Your Financial Firm?
A recent study shows many RIA firms are concerened about succession. What if giving away a percentage of the firm offered a…
American Ideas About Family Shift Dramatically
The idea of family in America is changing. Or, rather, it has changed. Americans hold a rapidly shifting patchwork of views toward…
The Purpose of Family: Training the Next Generation For Good
What’s the purpose of family? I ask that question of the families that I work with. I get some good answers, but…
The Business Savvy of Christian Investing
When Frank came into the office, he had already heard of Faith-Based or Biblically Responsible Investing (BRI) but he was pretty sure…
7 Great Quotes on Leaving a Legacy
I’ve always said that the power of a person’s life is the stories they leave behind. When a loved one dies, we…
Have You Considered the Freedom Legacy?
As critical as we might be of our country’s legacy of freedom, we still must fight for and improve it, and we…
Ministry Overhead: Funding the Engine for Growth
It’s time for a fresh look at funding for ministry overhead. Recently, I got an email from Ministry Watch listing the top…
Does Raising the Estate Tax Make Sense?
It’s an easy fallback position: tax the rich—they have money to spare. With the huge U.S. wealth transfer underway, some call for…