Wealth Transfer

What do you do with a classic car as part of your estate? The Do-Nothing approach, of course, is the worst option,…

A business owner told me he was about to create multimillion-dollar trusts for his kids. I asked him to reconsider his plan.

Which U.S. generation holds the most economic power? That’s the focus of a post by Iman Ghosh for Visual Capitalist, a piece…

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…

The Christian world generally shuns endowments. But why? Do endowments indicate a lack of faith in God’s future provision?

Financial advisors and the philanthropy world have been watching wealth transfer carefully for the last 20 years. That’s since John Havens and…

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth…

Flowers only last for a season.  Such was the case of the Astor family. John Jacob Astor was born in 1763 in…

There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over…

A recent issue of Investment News pointed out a shocking statistic: 66% of children fire their parents’ financial advisor after they receive…

When we think of financial wealth, there’s often little thought about its relative purposes. Sometimes those considerations come only after it’s been…