Evaluating Where You Are in Your Planning

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Evaluation #1:
I am totally familiar with our current financial situation, what our current “estate plan” does and my spouse and I are on exactly the same page regarding what it will do.

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Evaluation #2:
We have fully disclosed with our heirs all the details of our inheritance plans for them and as a family we are all in full support of the overall plan.

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Evaluation #3:
Our heirs are fully prepared spiritually, emotionally, and financially to receive the inheritance we have determined is appropriate for them. It will bless and not curse them.

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Evaluation #4:
Our heirs are fully prepared to continue on with our Kingdom giving legacy after we are gone.

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Evaluation #5:
We have created and implemented a $0 estate tax wealth distribution plan.

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Evaluation #6:
Our current plan provides for maximum Kingdom impact during our life time and after we eternally relocate.

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Evaluation #7:
Our advisors are both highly skilled at their professions as well as committed Christians who are counseling us with biblical wisdom within the context of a Christian worldview.

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Evaluation #8:
All our professional advisors work together as an efficient and unified planning team to achieve the best possible planning outcomes for us.

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Evaluation #9:
I have found my personal “Fire Within” and am fully utilizing my God-given passions and talents for a God-given purpose.

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Evaluation #10:
Acknowledging that God owns all we have, we have clearly established how much is enough of His wealth for us to consume annually on our lifestyle.

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Your Planning Evaluation

10 – 50     – You need to get serious about planning!

51 – 70     – You are like most affluent families. You have done some good planning, but a great deal of additional work still needs to be done.

71 – 85     – You are well on your way. Creative fine tuning will help maximize your planning outcomes.

86 – 100   – You should write a book and be leading private briefings.  Great job!