This session continues exploring how biblical wisdom applies to estate planning. Mr. Rulon will briefly review key principles from Scripture, then continue our discussion of “Building the Ship” with emphasis on using the Revocable Living Trust and Donor Advised Fund. We will move into “outfitting the ship” by funding your Trust and DAF and coordinating beneficiary designations. We will then finish by discussing the trustee’s duties and responsibilities in closing or continuing your Trust after you pass on. There will be time for questions, shared experiences, and practical lessons. Join us to complete your estate planning journey and prepare a customized plan that reflects your values and honors God. For the full benefit, we recommend watching Part 1 through BIH. Contact the BIH office for details.
Administrative Fee: $15 per household
October 11, 2025 (1-day)
Saturday, 9:00 – 11:00 AM
Zoom Online
CBS/CMM: Flex Credit Hours
Sale
Sale
Sale