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Will and Trust Planning

Planning a vacation?

One in five Americans spend more time planning their vacations than managing their finances. Research reveals that the majority of estates lose assets and family harmony because heirs weren’t properly prepared beforehand. Remember to communicate some vital information.

First, the location of important documents and the contact information for your attorney, accountant, insurance agents, and financial planner. Second, a family meeting at holidays is a great time to talk openly. Express your desire that the family understands Biblical stewardship so they can properly handle what will be left to them. Material blessings can be wonderful, but a legacy of faith is eternal.

To get started, download our new Planning Your Legacy” guide at