The transition of your wealth is a key part of maximizing the impact of your life and legacy. At the ‘Transfer’ stage of our financial planning process, we help you answer the question, “What should I do with the rest?” and outline a process to pass on what you’ve built in a way that aligns with your values, legacy goals and Kingdom purposes.

At Stewards Planning Group, we collaborate with clients’ tax professionals and estate attorneys to leverage charitable giving, trusts or other estate strategies to minimize the aspects of your estate subject to high taxes. And to support your family’s continued impact, we even educate and help heirs wisely steward their inheritance. Transferring wealth strategically and preparing the next steward while you are still in their life is the most impactful way to give an inheritance.