What I want to write here actually comes as a result of discussions with Sarita that have followed our
Mission India meeting, reading Alan Gotthardt's
The Eternity Portfolio, Ron Blue's
Splitting Heirs: Giving Your Money and Things to Your children Without Ruining Their Lives, talking with our CPA and estate planning attorney, our primary investment advisor, and a "Legacy Planner."
In
our business, we have written Values, Vision, Mission, Goal, Strategy and Tactic statements. But in our personal lives, we have never done such a thing. So what are our values, vision, mission, etc., when it comes to what God has placed in our hands? We finally began talking about it last night.
—Details to follow . . .
