Kingdom Estate Planning Part 2: How Much Do We Leave Behind?

Generous Business Owner

How do you turn your resources into a tailwind for your kids, not a headwind?

In this episode, Jeff and Cale discuss:

• Customizing your children’s inheritance to what fits your family.
• Inheritance transfer that is led with purpose, not tax mitigation, in mind.
• Establishing a committed form of generosity to the Lord.
• The importance of communication at appropriate ages and stages.

Key Takeaways:

• Knowing what to give to the next generation should be more than just dividing your estate equally.
• You can love your kids equally, but treat them uniquely. Giving each child the same amount may not be the right decision for your family.
• Are the decisions that you’re making for your family based on empowering your children or controlling them?
• Make sure you and your spouse are on the same page with a unified purpose.

"What could you do today for your kids (or in some maybe it's grandkids or great grandkids) now to start investing in that full inheritance?" — Cale Dowell

About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations.

Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.

After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.

Connect with Cale Dowell:

Website: https://www.arkosglobal.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/caledowell/

Connect with Jeff Thomas:

Website: https://www.arkosglobal.com/

Podcast: https://www.generousbusinessowner.com/

Book: https://www.arkosglobal.com/trading-up

Email: [email protected]

Twitter: https://twitter.com/ArkosGlobalAdv

Facebook: https://www.facebook.com/arkosglobal/

LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors

Instagram: https://www.instagram.com/arkosglobaladvisors/

YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw