Are You Planning 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
Wealth Transfer Rises to $68 Trillion!
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
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
