Foundations of Faith and Family: A Biblical Guide to Generational Wealth by Rev. Dr. Gordon Lesley Rolls is a compelling exploration of the sacred role of family in society. Dr. Rolls combines spiritual and social perspectives, offering insights into building strong marriages and nurturing godly children. The book emphasizes financial stewardship, outlining principles for investing in generational wealth within a faith context. Addressing the challenges faced by families, Dr. Rolls provides practical guidance for navigating adversities. While rooted in Christian principles, the book's teachings extend across diverse cultures and generational settings. A valuable resource for various audiences, it outlines a roadmap for contributing to the greatness of the family. Readers are encouraged to acquire, revisit, and actively apply its principles to make a lasting impact on family life and beyond.
I have known Ronnie Johnson for many years. He is my friend, business partner, mentor, and a second father to me. Ronnie Johnson is a rare human-being. As a financial advisor, Ronnie Johnson listens attentively so as to make certain that the client’s values and objectives are incorporated into their current and future life plan. The world is most definitely a better place with him in it. Ike Kutter, AIF® Clearview Financial Ronnie Johnson is a firm believer in the edict that there’s more to people than what’s in their wallets. Ronnie deals with their head and their heart, not just their wallets. I wouldn’t hesitate to recommend Ronnie to any of my clients or advisor students, he has the whole package. Simon Singer, CFP®, CAP®, RFC® The Advisor Consulting Group I have known Ronnie Johnson since the 8th grade. We both came from hard working families. Simply stated, we did not start at the top. I have been in the financial industry for over 45 years. I have not sought the counsel of many men. Ronnie’s friendship and knowledge make him one of those who’s counsel I do seek and respect. You would be wise to do the same. Terry Taylor Pass Advisors, Ltd.
A sobering statistic: For centuries 70 percent of family wealth has dissipated by the second generation, and 90 percent is lost by the third generation. It has nothing to do with taxes, economies, or cultures. It is the failure of families to transfer leadership and values to succeeding generations. The most important inheritance your children receive from you comes while you are still alive. It is embedded in your everyday life. It is made up of the values you prize and the priorities you practice. This is an inheritance you live and model to your family, friends, and the people who make up your world. If your priorities during life are your faith, your relationships, and your values, you should maintain those priorities as you develop your legacy. That means making sure the financial inheritance you leave will be regarded as a tool and a resource to support the real inheritance of values your children have already received. This book will help you put family and faith before fortune as you plan for the future. Doing that increases the chances that your family can thrive in its relationships and still prosper materially for generations. Families who follow the process described in this book will come to a better understanding of their relationship to each other, their community, and to money. Families will learn to communicate more clearly and more honestly about the joys of hard work, shared goals, philanthropy, and finances. They will learn how to communicate, listen to the opinions of others, set family goals, develop family unity, reward individual achievement, and how to make money a tool for achieving family goals for themselves and the kingdom of God.
Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.
Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
Meeting the muslim client -- Ethical, legal, and public policy issues -- Estate planning during life -- Planning for incapacity and death; powers of attorney, advance healthcare directives and funeral arrangements -- Disposition of property at death -- New drafting testamentary documents -- Planning for individuals and assets abroad
The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.
Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Illinois Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Illinois residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Illinois residents to become more informed and more involved during the process. Your Illinois Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” financial know-how for passing on money between family members while keeping relationships and values intact. With competence and empathy, the authors discuss such important moral issues as the role money plays in a happy family; how parents model their children’s values; and ways to build happy families where there is unequal wealth.
Few people want to think about what would happen to their families if they become disabled or die; however, planning for these occurrences in advance will reduce potential stress on your family later in life. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. This book will take the guesswork out of planning your estate and help you finally understand the complex processes. Your Pennsylvania Wills, Trusts, & Estates Explained Simply will help you glide through this complicated process. This book has been adapted to offer Pennsylvania residents state-specific advice for estate planning. Author Linda C. Ashar, attorney at law, has crafted an estate-planning primer that allows Pennsylvania residents to become more informed and more involved during the process. Your Pennsylvania Wills, Trusts, & Estates Explained Simply will provide all the information you need to choose, set up, and execute a will, trust, or estate. You will learn the legal terminology, including beneficiary, probate, trustor, trustee, assets, guardianship, and executor. You will also learn about trust agreements, trust property, settlement costs, life insurance, durable powers of attorney, marital deductions, gift splitting, survivorship deeds, gift tax issues, generation skipping transfer tax, tax deferred accounts, and advance directives. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.
