Resources

Check out all of our resources on estate planning, financial advice, real-world case studies, and more.

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Blogs

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Principles Still Apply – By Jerry Black

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Faith & Prudence – By Jerry Black

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Wars, Plagues, Calamities and Deaths A Perspective – By Jerry Black

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Scary Times – By Jerry Black

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Focus – By Jerry Black

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Worry – By Jerry Black

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Troubled Waters – By Jerry Black

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Joyful, Pleasing, Rewarding – By Jerry Black

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Peculiar People – By Jerry Black

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Case Studies

business transition advisor

Business Transition Planning:
Meet Fred Sigman 

financial planner

Wealth Transfer:
Meet the Johnsons

financial planning

Multi-Generational Wealth Planning:
Meet Teresa

financial planning

Financial Planning:
Meet the Sheltons

financial planning

Tax Planning:
Meet the Martins

financial planning

Philanthropic Planning:
Meet the Becks

financial planning

Retirement and Life Planning:
Meet the Winfields

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Special Circumstances:
Meet Beth Mosley

business transition advisors

Investment Management:
Meet the Smiths

Access The Word on Stewardship Flip book

Access The Word on Stewardship Flip book

LPA Flipbook

Have a Conversation with Us

No matter where you’re at in your financial journey, we want to help. Schedule a conversation with Legacy Planning Advisors to determine how we can best help you in your financial situation.

5 Financial Challenges Successful Families Face—and How to Address Them tablet mockup

What Financial Challenges Do You Face?

For Kingdom-minded individuals and couples, it can be a challenge to align your financial life with your values.  Download 5 Financial Challenges Successful Families Face—And How to Address Them, where we’ll help you discover what you can do today to set your family up for success later. Get your free copy today: