One of the greatest challenges for affluent people and philanthropists today is this question: Should we pass on wealth to our children, and if so then how much? These articles and papers offer a range of biblical principles to be used in estate planning and wealth transfer, whether to charities or heirs.
Nine Essential Vitamins for Passing on Wealth to Heirs
David H. Wills. Speech delivered at Generous Giving’s annual fall conference, Chicago, Ill., October 11-13, 2007.
Generous giving needs good planning. By embracing our role as stewards, planning greater and wiser gifts, and setting finish lines, professional advisor David H. Wills believes that we can give the way God intended. Wills, who serves as president of the National Christian Foundation, applies this idea specifically to estate planning, explaining the “nine essential vitamins” for passing on wealth to our heirs: (1) God’s word; (2) understanding the relationship between spiritual, character and financial capital; (3) doing no harm; (4) asking hard questions; (5) leaving less early on; (6) asking not how much can we leave, but how much do they need; (7) leaving behind content kids, (8) handling equality issues wisely; and (9) recognizing that if kids don’t want an inheritance, they are probably great candidates to receive one. Wills emphasizes the importance of honoring the Father and promoting peace and faithfulness in families while giving generously to God’s kingdom.
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Virtues Intermediaries: A Host of New Businesses Is Trying to Make the Philanthropic Market Work Better
The Economist, February 25, 2006.
The recent rise in philanthropy has revealed a desperate need for better organization in the market of giving. People tend to invest in what is familiar more than in what is effective. This practice has given rise to a new field of businesses and organizations that are interested in seeing charitable donations be put to good use. As a result, giving portfolios are becoming more popular, allowing donors to handle money more effectively in the market for giving. Also, organizations that review and critique various charities, such as GuideStar, are becoming more common. This new trend should help ensure that much-needed money goes to the right place.
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Beyond Taxes: Secrets to Fulfilling Philanthropy
NewTithing Group. South San Francisco, Calif.: The Author, 2006.
This practical booklet from Jewish philanthropist Claude Rosenberg offers a guide for making “comfortably affordable charitable donations through sound budgeting.” We are first told “how to derive the greatest benefits [from our giving]:” Among other things we should reinvent our passions, donate with a friend, and realize the value of volunteering. We also can “maximize impact” by evaluating nonprofits and discovering “how much is the maximum [we] can afford to donate.” Different vehicles for giving are discussed also, including donor-advised funds, private foundations and charitable trusts. The appendix contains many useful resources for calculating one’s comfortable giving level, including “how to create a prioritized giving plan” and “how to assess non-profit accountability and performance.” In sum, while the booklet lacks a biblical perspective on sacrificial giving, it admirably stresses that Americans’ charitable giving could be much higher if properly managed with a few simple planning tools.
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Wise Use of Generous Matching and Challenge Grants
Brian Kluth. 2003.
God is pleased when we not only give generously ourselves but also encourage others to do the same. Brian Kluth, pastor and former president of the Christian Stewardship Association, lists a few ways that Christian donors can “maximize the impact of their generous gifts to the ministries they care about.” He considers traditional matching grants, challenge grants, last dollar challenge grants, and volunteer challenge grants. “When used prayerfully and strategically, matching and challenge grants (or other variations) can greatly enhance the value of a generous major gift. Gifts of this nature can be used by God to greatly stimulate a ministry's leadership and constituency to greater levels of energy, excitement, and financial commitment.” Note: No downloadable text or audio is available at this time.
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Increase Your Gifts by Tax Planning and Investment Management
Tom Rogerson. Speech delivered at the annual meeting of The Gathering, Scottsdale, Ariz., September 27-30, 2001.
Mellon Bank officer Tom Rogerson examines how to integrate tax planning with the opportunity to support one’s favorite ministries. He argues that although some Christians might know why they should give, often they don’t know how to give. We need to act strategically, choosing our tactics only after we have determined our goals. Since the wealthy will have to give one way or another, giving voluntarily to charity seems like a better option than being forced to give to the government in the form of taxes. Rogerson discusses the benefits of giving stock rather than cash, of leaving an IRA to charity rather than to one’s family, of buying stocks in one’s own name and of including one’s children in charitable activities. Methods for giving stocks to charity, donor-advised funds and charitable remainder trusts also are explained. Overall, Rogerson provides helpful information for maximizing one’s giving. Note: No downloadable text or audio is available at this time.
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How to Maximize Giving and Tax Deductions through Private Foundations, Donor Advised Funds, and a New Way Using the Supporting Organization
Terry Parker. Speech delivered at the annual meeting of The Gathering, Scottsdale, Ariz., September 27-30, 2001.
Terry Parker, a retired attorney and chairman of The Gathering and of the National Christian Foundation, provides a brief history of private foundations and related income tax laws. He also examines how one can maximize giving through institutions such as private foundations, donor-advised funds and supporting organizations. Unless a charity (excluding churches) receives 30 percent of its revenue from the public, the government considers that charity to be a private foundation. A donor-advised fund acts a middleman between the ministry and the donor but is more restricted than a private foundation. A supporting organization can be established by a private family but cannot have more than 49 percent of the family on the board and must support a public charity. Also, the supporting organization provides more privacy than a private foundation. A brief question-and-answer period follows the main presentation. Overall, Parker provides helpful basic information concerning various methods of maximizing one’s giving. Note: No downloadable text or audio is available at this time.
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Splitting Heirs
Ron Blue. Speech delivered at the annual Generous Giving Conference, Pasadena, Calif., February 28-March 2, 2003.
There are no simple, textbook solutions for figuring out how we should pass our money on to the next generation. Christian financial advisor Ron Blue reminds us that the decisions we make about how we pass on our wealth must be rooted in the reality that our possessions belong to God and that they must be used to accomplish God’s purposes. We must never avoid our stewardship responsibilities, even when leaving wealth to our heirs. While some situations certainly call for a significant wealth transfer to the next generation of family members, in other situations God’s purposes might be accomplished more effectively by not leaving our children any money. Blue offers principles and guidelines in discerning how our wealth can be used most effectively for God’s kingdom once we are gone.
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Planning and Your Progeny: An Heir-Raising Experience
David Wills. Speech delivered at the annual Generous Giving Conference, Orlando, Fla., February 19-21, 2004.
The president of the National Christian Foundation addresses some of the primary issues in biblical estate planning, such as family involvement, giving, business succession and wills. He offers three keys to biblical estate planning: (1) It’s not about the money. Money is a mirror into our hearts and lives, and how we use it shows what we are passionate about. (2) Those who plan well give more wisely. (3) Until we set goals and finish lines, we cannot give as God intends. Often the first thought that comes to mind about estate planning concerns taxes and expenses. But those who are generous givers are not first and foremost concerned with tax deductions because they have higher concerns than money. Wills also gives nine essential “vitamins” in dealing with children and wealth. Accompanying this message is a handy PowerPoint presentation. Order the CD set.
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Biblical Principles in Estate Planning: Whether and How to Leave Wealth to Your Children
Ron Blue. Speech delivered at the annual Generous Giving Conference, Phoenix, Ariz., March 1-3, 2001.
In estate planning, the question often is, “What is going to happen to your assets after you die?” But in arguing that it is more important for Christians to settle their estates while they’re still alive, Christian financial planner Ron Blue offers this advice: “Do your giving while you’re living so you’re knowing where it’s going.” Money can be spent in one of three ways: (1) on family and friends, (2) on charitable causes or (3) on oneself. Drawing on his own experience as the father of five, Blue offers both sound advice and sober warnings to parents about leaving wealth to children. Parents have a two-fold responsibility: to train their children in sound financial habits, and to give to their children only as much as will provide opportunities. They should seek to pass along wisdom first, wealth second. Unless children have been taught financial responsibility and maturity, problems inevitably will occur such as sibling rivalry and squandered wealth. By following some basic principles, parents can avoid some common mistakes.
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100 Year Plan Introduction: Making Meaning of Wealth across Generations
Brett Anderson. Worth, December 1, 2003.
This is the first in a series of essays over a number of issues explaining how families can create a “100 Year Plan” to provide a framework within which they can wisely manage their assets, while maintaining family unity and growth. Wealthy families often are concerned about what their wealth can do for their family over the next generations: How do the members ensure that the family stays harmonious and cohesive? How can they enable their individual family members to lead fulfilling lives? How can they, as a whole, make a difference in the communities in which they live? Legendary families such as the Rockefellers and Hearsts realized early on that well-organized financial structures needed to be set in place if their estates were to be long lasting and beneficial. Wealth management is not a short- but a long-term process—one that must take into account third and fourth generations a century out. But more than asset management must be taken into consideration for a family to survive; families must grow together, and members must be prepared to be responsible with their money and their giving in the future. If families develop a good 100-year plan, they should be able to maintain their assets as well as utilize the potential of the family. The framework of a 100-year plan has as its objective the expansion of the primary wealth of families—their spirit and minds; that the preservation of financial resources occurs as a consequence of this effort is secondary. Setting up a 100-year plan involves interaction with four entities: (1) Our families. Formulating a family mission statement establishes the values and goals that guide family members and give them a common purpose. Families need to develop the talents of each individual member so that everyone can contribute to the whole. (2) Financial and other institutions that serve our interests. Strong relationships must be established with the institutions that house assets so that their agenda becomes the same as that of the family. (3) Our communities. When families become involved in their communities and practice giving, their consciousness is raised about the values they have already set down, and those values become part of their everyday life. (4) Our businesses. Questions about what to do with the family enterprise are often sensitive. If the next generation is forced into uncomfortable positions and if leadership does not evolve from personal initiative and commitment, businesses may fall on hard times. Families must be wise in deciding who will participate in the family business—and how.
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100 Year Plan Part I: The Family Mission Statement
Brett Anderson and Thomas M. Kostigen. Worth, December 1, 2003.
The stories of our families—the aggregate of our and our predecessors’ experiences, knowledge, beliefs and accomplishments—are the raw materials from which our own identities are hewn. The family mission statement is at once the expression of this identity and a means of fulfilling the common goals that will enable us, as a group, to prosper and learn. It seeks to organize our financial, intellectual and human assets for the purpose of preserving and enhancing each of these in succeeding generations. Families must seek to clarify three key points: (1) Their shared values. Before putting together a mission statement, families must determine what values and priorities they have in common. Furthermore, family members must internalize the values they claim to believe so that they might act upon them. (2) The quality of communication. Sharing information in a family is sometime difficult but very important for decisions to be made. (3) Rules and procedures for interacting. When families get together to talk, guidelines for these meetings need to be developed in areas such as defining roles and establishing a balance of power.
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100 Year Plan Part III: Give, and We Shall Receive
Brett Anderson. Worth, February 2, 2004.
Upon his death in 1885, William H. Vanderbilt, president of the New York Central Railroad, left his heirs $200 million, which meant he was the wealthiest person on earth at the time. But Vanderbilt and his progeny had little concern for philanthropy, which may have contributed to the dissipation of the Vanderbilt fortune. As a result of a lack of instilled purpose and meaningful unity, the family’s only common bond was their pursuit of social status and their willingness to spend unlimited sums in attaining it. The Vanderbilts’ curious chronicle illustrates what attorney and family counselor James E. Hughes, Jr., describes as entropy—a gradual decline in vitality measured in terms of creativity, consciousness of the world and the family’s place in it, a sense of purpose and of stewardship toward succeeding generations, and the recognition that wealth does not exist independently of the society in which it is generated. If we regard the complex of relationships, institutions, financial instruments and individuals that form the family enterprise as a kind of engine, then the addition of energy—time, talent, discipline, experience and money—is required to maintain it in working order from one generation to the next. Without this fuel, it sputters to a halt. In a 100-year plan, it is crucial that a family have a sense of common purpose, and that they see philanthropy as arching over all the interests of the group. In addition to strengthening our families’ identities, philanthropy develops skills that contribute to the preservation of our wealth, values and missions. Philanthropy not only instills in each of us an active, day-to-day connection to values and ideals that transcend our own personal goals and concerns, but it unites us across the distance of time to future generations of family members, strangers to us now, in the very human enterprise of powering the great engine of civilization.
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100 Year Plan Part III: The Practice of Charity
Brett Anderson and Thomas M. Kostigen. Worth, February 2, 2004.
Most of us fall into one of two categories of philanthropists: first, those who regard philanthropy as one aspect of our overall family identity; or second, those of us for whom a passion becomes a consuming cause and, in a sense, a second career. Those in the first category view philanthropy as one of many parts of their identity, which may include other areas such a running a business or political involvement. Those in the second category view philanthropy as a vehicle for their greatest desires and as an opportunity to promote change. They commit to operating their foundations, always trying to accomplish certain objectives. While these categories are not mutually exclusive, understanding which category we fit in can help us determine the direction of a 100-year plan. Since we view our philanthropic efforts as a reflection of ourselves, we should get qualified advice to ensure that the way we structure our giving allows us to accomplish our goals. A strategic plan must be established that considers who in the family will provide leadership of a giving initiative, who will have authority, who will be involved and other fundamental questions. How this plan looks will depend on which of the two categories is more in harmony with the family’s goals. Sometimes a private foundation is the best option, other times a supporting organization, which deals directly with charities, is best. It is crucial for families to be flexible and recognize that each member has different goals and is able to make different time commitments.
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100 Year Plan Part III: The Good We Do
Daniel Gross. Worth Magazine, February 2, 2004.
Each of us arrives at philanthropy by his own path; yet for those of us who recognize and value this essential aspect of preserving and renewing our wealth, the dividends can be deeply rewarding personally, while the investments themselves can far outstrip the impact of our businesses on the future of the society that has empowered us. As the stories of the philanthropic interests of the Rockefellers, the Haases of Levi Strauss, and New York’s Astors realized, our good deeds often do outlive us, even after the businesses (and sometimes the families) fade.
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Wealth Transfer: Six Questions and Six Decisions
Ron Blue. Speech delivered at the annual Generous Giving Conference, Sarasota, Fla., February 28-March 2, 2002.
What is the believer’s appropriate role in wealth transfer? Christian financial planner Ron Blue addresses this topic of transferring one’s wealth to children. He does not attempt to give easy solutions to problems associated with wealth transfer; rather, he urges his hearers to raise questions about the most God-honoring way to consider wealth transfer. Blue emphasizes that biblical stewardship is using God’s resources to accomplish God’s goals. With this in mind, is the transfer of wealth to children and grandchildren the best way to honor God with money? If so, how should this transfer take place? In short, Blue advises: “Do your giving while you’re living so you’re knowing where it is going.” Accompanying this message is a handy worksheet, Wealth Transfer Decision Making Process. This resource also is available on compact disc.
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Why Planned Giving Is in Big Trouble
Douglas E. White. The Chronicle of Philanthropy, March 20, 2003.
The former ethics chair and board member of the National Committee on Planned Giving shares his views on the current condition of planned giving. “Planned giving is not in good shape,” he writes. “One reason is the lack of leadership and vision of the National Committee on Planned Giving, the major organization that represents fund raisers who specialize in gift annuities, charitable trusts, and other types of donations that generate special tax and financial benefits for donors.” The committee, whose membership includes 11,000 fund raisers, lawyers, tax specialists, and others who arrange planned gifts, celebrates the number of people who attend its conferences, but it does little to ensure that its members are ethical. A small check—not experience or talent or an empathy for the role of charity in our society—is the sole entrance requirement, and by requiring nothing of its members, NCPG acknowledges that it represents the interests of those who may not be qualified to solicit planned gifts. Instead, for example, of vigorously educating its members and the public with warnings of fraudulent fund-raising schemes, NCPG quietly posts an article about potential scams on its Web site.
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Congress Can Save Giving if Estate Tax Dies
Edward J. McCaffery and Don R. Weigandt. The Chronicle of Philanthropy, May 15, 2003.
The federal estate tax is scheduled to die in 2010—for a year, at least—but giving by the wealthy need not die with it, argue the authors. It is up to Congress to take action to keep planned giving alive. Congress should change the income-tax system to support wealthy donors and the charities they want to include in their estate plans, even without a separate estate tax. Help should come in two broad directions, and the authors offer eight ideas on effecting this change.
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What Is Planned Giving?
G. Roger Schoenhals. Planned Giving Today.
Planned giving (or “charitable gift planning”), refers to the process of making a charitable gift of estate assets to one or more nonprofit organizations, a gift that requires consideration and planning in light of the donor’s overall estate plan. Such gifts usually include legal documents and often require the assistance of a qualified professional advisor to complete. Because of the size and potential impact of such gifts, a donor should consult with his professional advisors before completing the process. Planned gifts are usually deferred, meaning they are arranged now and fulfilled later. For example, a person could include a provision in his or her will to make a bequest to a charitable organization. That arrangement would be a “planned” gift. Nonprofit organizations often employ planned giving officers to work with donors who desire to make deferred or major current gifts.
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New Planned-Giving Alliance Formed
Stephen G. Greene. The Chronicle of Philanthropy, February 6, 2003.
Planned-giving organizations in Canada, Europe and the United States have joined together to create an international body to promote their industry. The International Gift Planning Alliance seeks to create an effective link between charitable-gift planners worldwide, and to increase cooperation on international issues affecting planned giving.
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The Difference Between a Pledge and a Faith Promise: A Pledge Is a Sure Commitment but a Faith Promise Is Conditional
Crown Financial Ministries, 2002.
The author offers faith promises as an alternative in church giving to pledges. Pledges are promises, vows, that are legally binding that can even be sold by the church if that church needs the cash more quickly. Pledges also can produce giving out of a sense of guilt or duty instead of from pure motives. For reasons such as these the author believes that a faith promise is a wise option for the church giver. Faith promises are commitments to give a certain amount if the Lord provides it. It is understood, the author believes, that if God doesn’t provide the funds there is no obligation to give (Hebrews 11:1). Faith promises still enable the church to plan its budget wisely and logically, without turning the gift into a guilt motivated duty.
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Chris Farrell’s Sound Money Guide to Sharing the Wealth
Chris Farrell. St. Paul, Minn.: Minnesota Public Radio, 2000.
This booklet is an outgrowth of a national summit entitled Sharing the Wealth: Charitable Giving in Prosperous Times, produced by Sound Money and the Minnesota Public Radio Civic Journalism Initiative. Sound Money is public radio’s only call-in program on personal finance. This useful guide will offer the beginning giver a well-rounded overview of U.S. charitable giving levels, trends in philanthropy, suggestions on how much to give, and recommendations on effective ways to give.
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Estate Planning as an Act of Stewardship
PhilanthroCorp 1998.
Estate Planning is, for the Christian, typically the most important act of stewardship he or she will ever undertake. Most of us understand that the way we handle income on a day-to-day basis is an important part of the stewardship equation. Our handling of the capital of the estate, though, is our final and, usually, largest act of stewardship. A steward, after all, is one who manages someone else's assets to accomplish the objectives of the owner, not of the steward.
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Preparing the Next Generation of Stewards
Larry Burkett. Crown Financial Ministries.
Good stewardship includes parental provision for family inheritance. Wives and children should be trained to handle money before the need arises. "But if anyone does not provide for his own, and especially for those of his household, he has denied the faith, and is worse than an unbeliever" (1 Timothy 5:8).
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The Remarkable Story of ‘Leave A Legacy’
Craig C. Wruck. Planned Giving Today, July 1999.
A movement is spreading across North America and it is changing society and creating a new social norm for responsible citizenship. The Leave A Legacy message is simple: It is entirely right and appropriate for each of us to use our Last Will and Testament to leave behind a powerful message about the ideals, values and organizations that were important to us during our lifetimes.
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Charitable Strings: You Can Rule a Charity from Your Grave—up to a Point. Here Are Some Techniques
Ashlea Ebeling and Matthew Swibel. Forbes Magazine, January 7, 2002.
Henry Ford II famously resigned from the board of the Ford Foundation in 1976, declaring that with its support of leftist causes the foundation had drifted far from the intentions of his grandfather, whose fortune funded the charity. But benevolence doesn't have to end badly. Your estate may have legal recourse if a charity misuses your gift. And it's best to protect your legacy when first making the gift. Here's how.
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The Right Philanthropic Vehicle: What’s Best for the Donor, the Family and the Community?
Laura Peebles. Journal of Accountancy, July 2001, Vol. 192, No 1.
Taxpayers with charitable inclinations have a wide array of options available to them, but not all are right for everyone. The choice depends on a variety of factors, including the type of property to be donated, anticipated tax benefits, desired degree of involvement and the kind of organizations the taxpayer wants to assist. CPAs can help clients sort through the options.
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Planned Giving Awareness in the Local Church
David G. Schmeling. Planned Giving Today, February 1998.
Local congregations are 10 to 15 years behind even the smaller charities in America in introducing the benefits of charitable gift planning to their members. It's not that local churches don't have the donors. It's not that they don't have the knowledge basis. It's not that they don't have the need. Then why the neglect? This article addresses reasons for this neglect and offers a biblical approach to capitalizing on planned giving through creative stewardship.
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The Compelling Case for Planned Giving
G. Roger Schoenhals. Planned Giving Today, November 1995.
"Should we launch a planned giving program?" Or maybe you already have a planned giving program and you're wondering, "Should we continue to invest in planned giving?" These questions deserve a thoughtful reply. After all, a board of directors can hardly be expected to fund and promote a program that lacks firm footing.
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Planning and Your Progeny: An Heir-Raising Experience
David H. Wills. Speech delivered at Generous Giving’s Pacific Northwest annual fall conference, Stevenson, Wash., October 19-21, 2006.
How much should we leave to our children and grandchildren? David H. Wills, president of the National Christian Foundation, advises parents and grandparents as to how we can wisely pass wealth along to our heirs. Wills offers “nine essential vitamins” for distributing the family fortune to our descendants: (1) God’s word. (2) Understanding the relationship between the three forms of transferable capital: spiritual capital, character capital and financial capital. (3) Do no harm. (4) Ask hard questions. (5) Leave less rather than more early on. (6) Don’t ask how much we can leave our children; ask how much they will need. (7) The goal is to leave behind children who are content whatever the circumstances. (8) Handle the equality issue with great care. (9) If our children don’t want an inheritance, they’re probably good candidates to receive one. Wills offers helpful real-life scenarios on how to conduct a family meeting about money and how to use financial capital to encourage spiritual and character capital in our children. No tape or transcript is available at this time. However, materials are available for a similar talk.
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Planning and Your Progeny: An Heir-Raising Experience
David Wills. Speech delivered at the annual Generous Giving Conference, Atlanta, Ga., April 20-22, 2006.
“Most people spend about 40 years accumulating wealth, about 20 years trying to manage or hold onto wealth, but most of us won’t even take six hours to plan the disposition of our wealth.” David Wills, attorney and president of the National Christian Foundation (Atlanta, Ga.), draws from his many years of experience in charitable gift and estate planning to share nine key principles on how to remedy this discrepancy. Included in this discussion are the interrelation between building spiritual capital, character capital and financial capital; the hard questions concerning heirs and how they will steward the money that we leave them; and how to manage equality among heirs when setting up a will. Wills reminds us that good planning will help us to give more generously to kingdom work while at the same time imparting a legacy of godly stewardship and generosity to our children and grandchildren. This resource is available on compact disc.
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Planning and Your Progeny: An Heir-Raising Experience
David H. Wills. Speech delivered at Generous Giving’s regional conference, Village of Pinehurst, N.C., February 17-18, 2006.
Successful entrepreneurs Ken and Debbie donated 90 percent of the money from the sale of their business to charity, only to be met by anger from their children, their prospective heirs. David Wills, president of the National Christian Foundation, speaks on how to avoid this kind of heartbreak through careful estate planning. In order to have a proper foundation for estate planning, we must embrace our role as stewards of what we have, remember that people with well-planned estates give more wisely, and know that consulting a Christian financial advisor can make all the difference in where our priorities are. Men must remember the importance of providing for their spouses even after death and the urgency of getting their “houses in order” sooner rather than later. As it pertains to children, biblical estate planning involves several key principles, including: (1) God’s word is the foundation for our decision making. (2) Parents can transfer three kinds of capital to their children—spiritual capital, character capital and financial capital. (3) Transferring too much financial capital without enough of the other two can be destructive to the heir. (4) “Don’t ask how much we can leave our kids; ask how much ... they need.” (5) The goal is to leave behind children who are content whatever their circumstances. Overall this speech offers a thorough moral and spiritual guide to planning a God-honoring and family-building estate plan. No tape or transcript is available at this time. However, materials are available for a similar talk.
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Passing on Wisdom with Your Wealth
David H. Wills. Speech delivered at Generous Giving’s annual spring conference, Irving, Texas, April 19-21, 2007.
What is the most responsible way for Christians to pass wealth on to their progeny? David H. Wills, president of the National Christian Foundation, teaches that organized, thought-out wealth planning is faithful stewardship of God’s resources. He gives eight practical principles for passing on wealth that emphasize heirs’ spiritual and character “capital” over financial capital. Our primary goal should be to raise up spiritually upright, virtuous children, wealthy successors—the transfer of wisdom always must precede the transfer of wealth. Wills’ speech offers wise, sensible advice beneficial to those in the process of estate planning. This resource is available on digital audio.
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