The Ten Biblical Principles of Eternal Estate Planning

  1. Identity: Our identity in Jesus Christ frees us up from the traps of any secular or temporal identity constraints to make wise estate planning decisions. By reason of our identity in Christ, we are feed from self-aggrandizing, self-defending or fear-based decisions to make grace-based estate planning decisions for our family and community.
  2. Trustee: Since God owns it all, we manage God’s assets as a trustee for the purpose of optimizing eternal, spiritual and Godly (“E-S-G”) outcomes.
  3. Story: Since God deserves the credit for His work in our lives, we should share our personal stories of God’s provision for us.
  4. Communicate: We read our own Will during lifetime, communicating our plans even before we die. Rather than create unnecessary drama, we take steps to effectively communicate our plan during lifetime, thereby keeping us accountable for our lifetime actions, and emphasizing our unconditional love towards our children.
  5. Fiduciary: We name fiduciaries who are in the best position to implement our plan, even if it means finding other ways of honoring our children.
  6. Memorial Stones: We memorialize God’s enduring faithfulness by articulating the true value of unique assets so that these stories can be passed to the next generations.
  7. Purpose for Children: We design a wealth transfer plan to achieve eternal outcomes in the lives of our children.
  8. Charitable Planning: Our charitable giving fulfils our lifetime commitments, spreads joy in giving among others, and seeks out the optimal means to maximize eternal outcomes.
  9. End of Life Care: Our end-of-life decisions should prioritize the needs of our family and surviving community ahead of our own personal comfort.
  10. Testament: We create legacy letters to encourage our surviving Christian community in important matters of faith.
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