Stewardship Ministries

How would you like to have the IRS fund your Buy-Sell Agreement and make major gifts to the Christian ministries you care about all at the same time without taking a penny out of your current cash flow?  That is what Mrs. Williams did recently. The Story Several years ago Mr. Williams died and left [...]

The Deferred Inheritance Trust (IRS named a Charitable Lead Annuity Trust) may be one of the most underutilized Family Wealth Planning tools available.  Very few professional advisors know much more about it than simply its name, and they have never proposed–much less established–one for any of their clients.  In the proper setting, this Deferred Inheritance [...]