08/05/26 - Peace of Mind in Estate Planning pt.4

Yeah, we've been using Philippians chapter 4, verses 6 through 7, which Paul starts out by saying, be anxious for nothing.

So here is where the Apostle Paul has us, which is there's something that's bothering you.

There's something that you know is not settled and not right.

There's something going on.

That could be a spiritual issue.

It could be a physical issue, a mental issue.

It could also be a very practical issue.

And so I don't think it's a leap at all to say that there are things that we need to do in our practical lives that if we haven't done it, there is an anxiousness behind us.

There is something that is pinging us that says this is the right step.

And until you get that right step done, then it's really difficult to find that peace.

And when we actually take the step and get this accomplished, when we use our voice and accomplish the task at hand, then the result, according to Philippians, is that we will have peace which will guard our hearts and our minds.

And that word guard means to be a fortress.

It means to stand guard around.

And so that's really what estate planning does, which is it is a guard around us.

It stands guard so that if we ever have a health incident, it is ready to to stand up and guard us and protect us.

How? By giving good instructions, by making sure that the right people are in place, by having documents that are always up to date and that they're never older than three to five years old.

So when estate planning is done properly, when it's done well, it will stand as a guard to protect us And it'll be a guard and be ready to protect the next generation.

So when I die, then my estate plan stands guard to the next generation.

And really, that's what we're going to talk a little bit about today is, well, in good estate planning, what does it mean to pass wealth off to the next generation? And what does it look like to stand guard for the next generation? Well,

Well, it definitely gives you peace of mind to know that you're not paying more taxes than you need to, and that's definitely something you can plan for in proper estate planning.

It is, and it's actually one of the primary reasons that people come, which is, okay, I've spent my entire life now building something, and I'm retired or I'm about ready to retire because that's typically the biggest event that happens.

that catapults people to come and deal with this thing.

So we've built these finances.

We have a home.

We have an IRA.