Tag Archives: planning

Keeping the Heart of God at the Heart of Living

I can think of no better way to define what stewardship really is than with this phrase—keeping the heart of God at the heart of living. As we have seen, stewardship is all about carrying out the wishes of the Owner. The Owner is God and we are merely the caretakers of His property. As [...]

Combining Compression Planning with Charitable Planning

One of the most effective and creative techniques in Family Wealth Counseling is combining what is called compression planning with charitable planning strategies.  Each of these two techniques by themselves is quite effective, but when they are combined the financial leverage created is hard to actually believe. Here’s a hypothetical story of how these two [...]