Legacy & Estate Planning Tips You Won’t Hear Anywhere Else

How much should we leave to our heirs? In this episode, we challenge the traditional estate planning approach and explore setting intentional caps on inheritance.

Learn how to balance generosity with stewardship, ensure financial wisdom is passed before wealth, and align your legacy with your values. Join us as we discuss practical steps for leaving an inheritance that empowers rather than entitles.

• Generous Giving Talk: https://generousgiving.org/heather-tu...

• Generous Giving Talk Handout: https://generousgiving.org/wp-content...

How do we ensure our wealth aligns with our faith? Join us for this thought-provoking conversation.

You can find show notes and resources for this episode at: https://secondhalfstewardship.com/epi...

Download our free Guide to Biblical Giving at https://secondhalfstewardship.com/sub..., and we’ll unpack what the bible says about tithing, giving to the poor, or giving away everything you own for the sake of the Kingdom.

Timestamps

0:00 - Intro to "Legacy & Estate Planning Tips You Won’t Hear Anywhere Else"
1:01 - Setting Finish Lines for Heirs
5:34 - Other Considerations for Heirs
11:00 - Stewards, Not Owners
12:20 - Practical Next Steps
18:59 - 1 Timothy 6:17-19
19:21 - Summary & Disclosures


Advisory services offered through Retirement Planning Services, LLC.
https://seriousretirement.com/

The information in this recording is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.