Finance and Financial Management | Open Access Articles

Transcendent Financial Planning, Joseph Daughtry Apr 2022

Transcendent Financial Planning, Joseph Daughtry

Senior Honors Theses

Financial planning is a broad discipline that involves many different categories of work. Professionally, the goal of financial planning is to help a client invest according to his/her personal needs in such a way that minimizes risk. From a Christian perspective, financial planning is about stewarding what God has given. Combining these perspectives means helping a client invest their finances in such a way that minimizes risk and accomplishes the goals of God. While simply stated, this is a complex and profound topic. To bring greater clarity, financial planning can be broken down into categories, four of which are retirement …

Go to article

Distributive Justice And Donative Intent, Alexander Boni-Saenz Jul 2017

Distributive Justice And Donative Intent, Alexander Boni-Saenz

All Faculty Scholarship

The inheritance system is beset by formalism. Probate courts reject wills on technicalities and refuse to correct obvious drafting mistakes by testators. These doctrines lead to donative errors, or outcomes that are not in line with the decedent’s donative intent. While scholars and reformers have critiqued the intent-defeating effects of formalism in the past, none have examined the resulting distribution of donative errors and connected it to broader social and economic inequalities. Drawing on egalitarian theories of distributive justice, this Article develops a novel critique of formalism in the inheritance law context. The central normative claim is that formalistic wills …

Go to article

Estate Planning Basics: A Vocabulary, Barbara Rowe, Christine Jensen Apr 2003