The Five Essential Estate Planning Documents You Should Know About

Описание: Estate planning isn’t just about deciding who receives your assets—it’s about stewarding God’s resources with clarity, wisdom, and love. In this episode, we walk through five essential estate planning documents every steward should understand and consider: beneficiary designations, a will, a trust, powers of attorney, and a living will or advance directive.

Learn how these documents work together to provide guidance, reduce confusion, and help ensure a smooth transition to the next steward.

You can find show notes and resources for this episode at: https://secondhalfstewardship.com/epi...

Download our free Guide to Biblical Giving at https://secondhalfstewardship.com/sub..., and we’ll unpack what the bible says about tithing, giving to the poor, or giving away everything you own for the sake of the Kingdom.

Timestamps

00:00 – Estate Planning as Christian Stewardship
02:33 – Beneficiary Designations Explained (And Why They Matter)
06:27 – Common Mistakes With Beneficiary Designations
07:35 – Why Every Steward Needs a Will
10:29 – When a Trust Makes Sense (And When It Doesn’t)
17:08 – Powers of Attorney: Planning for Incapacity
20:00 – Updating Documents as Life Changes
20:24 – Living Wills & Advance Directives: A Gift to Your Family

You can find show notes and resources for this episode at: https://secondhalfstewardship.com/epi...

The information in this recording is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.