Smith Family
Net Worth $20 Million

Smith Family
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Net After-Tax Income
After developing and implementing their own Master Stewardship Life Plan, the Smiths increased their net, after-tax INCOME from $12 Million to $19 Million.
Inheritance
The increase in the INHERITANCE the Smiths’ heirs will receive as a result of their new plan went from $11 million to $25 million.
Secular and Kingdom Capital
And with their old plan, the Smiths’ secular SOCIAL CAPITAL (amount the family pays the IRS in taxes) was $11 million with no Kingdom capital. After implementing their new plan, all of their social capital was converted to KINGDOM CAPITAL (the amount the Smith family and their heirs will give to ministries), giving them $25 million to put towards Kingdom purposes.
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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