Three Biggest Mistakes Christians Make In Their Estate Plans

September 2024

   As He commissioned His twelve disciples for their first missionary journey in Mark chapter 10, Jesus gave many instructions to them about how to interact with a hostile world.  Those instructions were summarized in verse 16, when Jesus instructed His new missionaries, “Behold, I am sending you out as sheep in the midst of wolves, so be wise as serpents and innocent as doves.”

   Christians today are also on a mission to spread the Gospel to a hostile world and would be wise to heed the words of the Author and Perfector of the faith as we do it.  Finding the balance of wisdom (a/k/a shrewdness) and innocence is easy in many areas of life, but much more complicated in areas where issues of morality, government and family overlap in hard-to-understand ways.

   One of those complex areas is the area of planning for the distribution of our estates in the event of our passing into glory.  In an effort to equip Christians to be wise and innocent, what follows are the top three mistakes made by well-meaning Christians as they attempt to steward their resources into future generations.

   1). Having Designated Beneficiaries That Do Not Match Their Wishes
   Many believers have spent many hours and dollars on well-thought-out and complex estate plans like trusts and other transfer documents an ...

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