Strategic Inheritance - Maximize your legacy.
Home Blog Forums

Archive for the 'inheritance' Category

200-Year Plan – How to construct a plan – 1a

ADDENDUM as of 2/5/09: While I am still excited about the materials I discuss in this post, it is with great sadness that I feel compelled to note I have discovered there are reasons for caution with respect to the sources referenced herein. [Indeed, though I don't think our daughter, who is mentioned in this post, was aware of the depth of the issues, clearly, she was "on the alert." --I guess I'm suggesting you, too, should probably be on the alert.] With respect to Vision Forum Ministries and Doug Phillips, I call your attention to the series of articles at Ministry Watchman and Jen’s Gems. And with respect to Geoff Botkin, see Who is Geoffrey Botkin? at the Under Much Grace blog.

[Continued discussion of Vision Forum Ministries' program titled The 200 Year Plan: A Practicum on Multi-Generational Faithfulness.]

Start talking about a 200-year plan, and you may find yourself faced with some major opposition! Here’s the story of my first opposition. Read the rest of this entry »

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags , , , , , , , ,

200-Year Plan – How to construct a plan – 1

ADDENDUM as of 2/5/09: While I am still excited about the materials I discuss in this post, it is with great sadness that I feel compelled to note I have discovered there are reasons for caution with respect to the sources referenced herein. With respect to Vision Forum Ministries, I call your attention to the series of articles at Ministry Watchman and Jen’s Gems. And with respect to Geoff Botkin, see Who is Geoffrey Botkin? at the Under Much Grace blog.

[Continued discussion of Vision Forum Ministries' program titled The 200 Year Plan: A Practicum on Multi-Generational Faithfulness.]

Sadly, the Vision Forum CD set I purchased provides a sanitized (indeed, in my opinion, overly-sanitized–to the point of being useless) PDF view of the spreadsheet Mr. Botkin showed his audience as he discussed how he built his family’s 200-year plan. (The spreadsheet displayed in the CD shows no headings, no titles, no data at all. It consists, solely, of a grid with a few of the rows and columns colored in. Period. That’s it!)

After persistent attempts to get the company to provide me an example of what Mr. Botkin’s original audience saw, a member of their customer service department wrote back, “The slides originally contained personal information which has since been removed at the request of the speaker. I apologize for any inconvenience that you have experienced and I am sorry that I am currently unable to help you further in this area.”

To their credit, they offered me a refund for the entire CD because this one set of PDFs wasn’t up to par with what I would have hoped for. But I wanted the information more than a refund! So I attempted to contact Mr. Botkin directly in order to acquire a readable example of the spreadsheet and at least an exemplary sample of the data he had developed for his family’s 200-year plan. I was thrilled when he graciously provided what I asked for. I am only now beginning to work through the implications of what he showed me.

Rather than burdening you here with a full rundown of what Botkin sent me; indeed, considering how little I think I really understand the plan, I am numbering this post as #1 in a series. I have no idea how many more posts will come nor how quickly. But let me at least begin working through with you where I am going with our family’s 200-year plan.

*****
Perhaps the first and foremost most important feature of creating a 200-year plan as I’m urging, here: it creates a sense of time.

Botkin says he first acquired his own “long view” sense of time when he was a young man and Read the rest of this entry »

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags , , , ,

Rich?

How rich are you? You might find the answer enlightening.

Go to GlobalRichList.com and find out exactly where you rate among all the people in the world! Pretty shocking, actually. . . . Read the rest of this entry »

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags , , ,

Overcoming generational amnesia

Chapter 6 of Beating the Midas Curse by Perry L. Cochell and Rodney C. Zeeb is prefaced by a quote from V.S. Pritchett:

“In our family, as far as we are concerned, we were born, and what happened before that is myth.”

And then the authors comment,

For most of us, the quote above rings true. We know a lot about our parents. A little about our grandparents, and next to nothing about our great-grandparents. Even if you have done some genealogical research on your family tree, for the most part, it is just that: names and dates on the branches of the tree. . . .

Read the rest of this entry »

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags , , , ,

Beating the Midas Curse

I’m astonished at the wonderful resources available today to people who are interested in legacy planning. Somehow I stumbled into Beating the Midas Curse by Perry L. Cochell and Rodney C. Zeeb–probably the most compelling, easiest to read, and most comprehensive summary of the kind of process you will probably want to go through in order to create your legacy plan. The authors call their process the “Heritage Process.” It’s beautiful.

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags ,

The 200-Year Plan: Disciple-making

ADDENDUM as of 2/5/09: While I am still excited about the materials I discuss in this post, it is with great sadness that I feel compelled to note I have discovered there are reasons for caution with respect to the sources referenced herein. With respect to Vision Forum Ministries and Doug Phillips, I call your attention to the series of articles at Ministry Watchman and Jen’s Gems. And with respect to Geoff Botkin, see Who is Geoffrey Botkin? at the Under Much Grace blog.

As with my previous posts, I can only offer a small fraction of the richness contained in the Vision Forum 200-Year Plan CD set.

In describing how he drafted his own 200-Year Plan, Geoff Botkin said two considerations motivated him in his quest: Read the rest of this entry »

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags , , , , , , , ,

Evaluating our lives accurately

Someone took a survey recently whose primary question was, “What keeps you from knowing God and growing spiritually?” And the most common answer? “I don’t have enough time.”

Question: When will you have enough time? And how will you find it? Read the rest of this entry »

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags , ,

Providing for the “odd” child

My father has six children and 13 grandchildren. Being mathematically inclined, he looked at those numbers and figured, “6×8=48 and 13×4=52. 48+52=100. I will give 8% of my estate to each of my six children, and 4% of my estate to each of my 13 grandchildren. There. Done. Simple. I’ve taken care of 100% of my estate.”

Except it’s not so simple. As Ron Blue urges in his book Splitting Heirs, you should “Love your children equally and, as such, treat them uniquely” (p. 82). Why? Because “the greatest inequality is treating unequal people equally” (p. 83).

Well, among my father’s children, we are definitely not equal! And so I just wrote a letter to my father requesting that he treat me unequally. Read the rest of this entry »

Email This Post Email This Post
1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
Tags , , ,

Switch to our mobile site