After securing millions in life insurance, my client met with her Trust Attorney this week to
protect her family’s legacy. From personal/ business assets to business and ministry
succession, her wealth plan is solid. I love when clients listen. Although, the client is a smart
and intentional business woman, she is wise enough to submit to other wise counsel.
Scripture tells us to, “Write the vision; make it plain on tablets, so he may run whore ads
(Habakkuk2:2-3). In the natural, that’s writing your vision in a Will, Trust, Power of Attorney
or Heathcare Directive. Family should never have to guess your desires.
Scripture also says, “A good man leaves an inheritance to his children’s children (Proverbs
13:22).”Life insurance is a wealth tool to leave a greater inheritance. One way to avoid
beneficiaries quickly going broke inheriting large sums of money is securing a Revocable
Living Trust. A Trust allows you to provide specific instructions.
Id on’t just teach on social platforms, I help people build wealth in real life. No matter how
much we know, we must be coachable. Sis is Finishing Wealthy and probate issues are
highly unlikely.
If we fail to plan, we plan to fail (Jim Rohn). Now Finish Wealthy.#LicensedFinancialChic