Estate Planning
Estate planning establishes the legal framework for transferring your assets to those you love and the causes you care about. We help you prepare wisely and coordinate with your attorney.
Proverbs 20:21 — "An inheritance claimed too soon will not be blessed at the end."
Why It Matters
Plan Today to Protect Tomorrow
Estate planning is setting up the legal process for transferring all of your assets at death — real estate, investment and retirement accounts, bank accounts, personal items, and more. It also involves deciding who will be guardians of minor children, who will execute the estate, and how to structure the transfer to minimize taxes and avoid pitfalls.
This process can involve many legal instruments: wills, trusts, family limited partnerships, durable powers of attorney for financial affairs and health care, and more. Christian Financial Advisors® helps guide you through the complexities while working with your attorney or one we collaborate with.
Biblical Wisdom
What to Keep in Mind
- Never deny God an opportunity to work, or deny your children a chance to make it on their own
- Never use money to manipulate behavior
- Be careful not to commit heirs to a lifestyle, or change their lifestyle in ways that harm them
- Be careful not to destroy an heir's need to provide for themselves
- Be careful not to fall prey to manipulation from those who stand to inherit
What We Help With
Estate Planning Services
Pre-Attorney Preparation
We help you organize your complete financial picture before meeting with your estate attorney — so your time and money are used efficiently.
Attorney Coordination
We work alongside your attorney (or recommend one) to ensure your estate plan properly accounts for all assets and tax implications.
Beneficiary Review
We review and coordinate beneficiary designations across all accounts to ensure they align with your estate plan and avoid costly oversights.
Asset Transfer Planning
Guidance on structuring the transfer of real estate, investments, retirement accounts, and personal property to your heirs.
Guardian Designations
Help you think through and document guardian choices for minor children in the event of premature death.
Family Communication
Guidance on how to communicate your estate plan to family members — reducing conflict and ensuring everyone understands your wishes.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith.