View All (7) Articles Tagged As:  Wealth Transfer

Are You Planning for Generations?

A legacy advisor helps a family plan for generations

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good retirement for them and an inheritance for the children and maybe even the grandchildren. But those days are changing, giving rise to a new field of expertise: the legacy advisor. Consider  »  Read More

Category: Legacy Continue »

Wealth Transfer Rises to $68 Trillion!

The great wealth transfer in the U.S. creates big opportunities with the next generations

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth Transfer was $59 trillion by 2030. But the projected wealth transfer is now an unprecedented $68 trillion over the next 25 years, according to a Fox Business article that reports  »  Read More

Category: Culture Continue »

Looking forward: A New Donor-advised Fund Era–Ministries!

There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over that period of time, the Servant Foundation has seen nearly $3 billion in contributions and $2 billion in grants. But now Servant Foundation is  »  Read More

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