Joseph Lockhart
Net Worth $15 Million

Joseph Lockhart
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Net After-Tax Income
After developing his new Master Stewardship Life Plan, Mr. Lockhart increased his net, after tax INCOME from $6 million to $7 million.
The increase in the INHERITANCE that Mr. Lockhart’s heirs will receive as a result of his new plan went from $7 million to $15 million.
Secular and Kingdom Capital
Before his new plan, Mr. Lockhart’s secular SOCIAL CAPITAL (amount he will pay the IRS in taxes) was $9 million. After implementing the new plan, Mr. Lockhart will only pay $1 million, and the rest was turned into KINGDOM CAPITAL (the amount Mr. Lockhart and and his heirs will be able to give to ministries) and it was increased to $19 million.
These case studies are presented as examples of estate planning strategies. Actual estate plans will vary based upon each individual situation. All plans are done in cooperation with a client's tax attorney and accountant. All tax information is presented after a thorough study of the tax laws relevant to a particular situation and cleared through the accountant and attorney. This may not be representative of other clients. There is no assurance your experience will be similar, and no assurance of financial success.

Case Studies

Newman Family

Net Worth $50 Million
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Smith Family

Net Worth $20 Million
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Joseph Lockhart

Net Worth $15 Million
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Stewardship a Biblical Worldview

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