Experts Library

Navigating Current Estate and Gift Planning Realities

Greg Sperry

Annual Conference: Breakout

Kingdom Conversations: Wealth Transfer vs Estate Planning Di...

Ron Blue

Tools and Resources: Client Tool

Charitable Overlays for Advanced Estate Planning Strategies

Jeanne McMains

Annual Conference: Breakout

Kingdom Conversations: Wealth Transfer - Turning Estate Plan...

Ron Blue

Tools and Resources: Client Tool

Case Study: Counseling Clients Toward Greater Giving and Low...

Randy Fairfax

Annual Conference: Breakout

Discipling the Next Generation: A Process to Pass Wisdom and...

Michael Gibney

Annual Conference: Breakout

Making a Lasting Difference for Families: Legacy Planning St...

Bill High

Study Group

The Hobby Lobby Story: A Legacy in Process

David Green

National Teleconference

Lessons on Next Generation Wealth Transfer

Dan Cathy &

Russ Crosson

National Teleconference

Leave a Legacy of Affirmation: A Template for Writing Letter...

Jody Noland

Webinar

The Christian Centered Law Practice

David Brown

Annual Conference: Breakout

Inheritolatry Conversation Guide

Tools and Resources: Practice Tool

Ten Steps to Family Business Succession

Randy Fairfax

Tools and Resources: Client Tool

The Legacy Conversation Framework Tool

Bill High

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - 26 Documents Every...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - Decision Making Pro...

Ron Blue

Tools and Resources: Client Tool

Creating A Meaningful Family Conference Client Tool

Kingdom Advisors

Tools and Resources: Client Tool

Family Meeting: Preserving Legacy

Randy Fairfax

Webinar

Letter to My Loved One Client Tool

Tom Conway

Tools and Resources: Client Tool

Client Profile: Values in the Family Business Study Group

David Green &

Bill High

Study Group

Kingdom Conversations: Wealth Transfer - Decision Points and...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - Creating A Meaningf...

Ron Blue

Tools and Resources: Client Tool

Principles of Effective Wealth Transfer

Erik Daniels

Study Group

Key Principles in Effective Wealth Transfer

Erik Daniels

Tools and Resources: Practice Tool