Splitting Heirs Study Guide Sampler

STUDY GUIDE

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RON BLUE INSTITUTE PRESENTS

SPLITTING

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HEIRS

T R A N S F E R R I N G W E A LT H & W I S D O M to the next G E N E R AT I O N 20 Year Anniversary Edition

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RBI PARTNERS WITH LIFETOGETHER For over 25 years, Lifetogether, founded by Brett Eastman, has helped churches and ministries nationwide engage their communities through small groups and discipleship strategies. As one of the architects of 40 Days

of Purpose campaign and author of the Purpose Driven Small Group video series, Brett has equipped over 100,000 churches with innovative resources that foster spiritual growth and community connection.

Now, through a strategic partnership with Ron Blue

Institute (RBI), Brett is bringing his expertise to the world of biblical financial stewardship. Together, they are equipping families of wealth, christian advisors, and local churches with the tools to align their wealth with Kingdom impact, launching a movement that will transform financial discipleship, biblical stewardship, and exponential generosity.

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SPLIT TING HEIRS STUDY GUIDE

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SMALL GRO UP STUDY GUID E

SPLITTING

HEIRS TRA N S F ERR I NG W E A LTH & W IS D OM to the next G E N E R ATION

RON BLUE &

BRETT EASTMAN

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T H E T R A N S F E R M AT I O N A L

I PROCESS

SPLIT TING HEIRS STUDY GUIDE

MEMORY VERSE

I have fought the good fight, I have finished the race, I have kept the faith.

2 TIMO THY 4: 7 (NIV)

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JAMES’

STORY James worked hard but often worried about money. One evening, his 4-year-old son, Ethan, saw him give some money to a struggling neighbor.

“Why did you do that, Daddy?” Ethan asked. James knelt beside him and said, “Because God takes care of us, so we can help others.” Not long after, Ethan found a toy another child wanted and handed it over with a smile.

“God takes care of us,” he said. James’ heart swelled—his son was already learning that true wealth comes not from what we keep, but from what we give.

“Whoever brings blessing will be enriched, and one who waters will himself be watered.”

—Proverbs 11:25

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SPLIT TING HEIRS STUDY GUIDE

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COME T O G E T H E R Open your group with prayer.

This should be a brief, simple prayer, in which you invite God to give you insight as you study. You can pray for specific requests at the end of the meeting, or stop momentarily to pray if a particular situation comes up during your discussion.

Before you start this first meeting, get contact information for every participant. Take time to pass around a copy of the Small Group Roster on page, a sheet of paper, or pass around your Study Guide, opened to the Small Group Roster. Ask someone to make copies or type up a list with everyone’s information, and email it to the group during the week.

DISCUSS 1.

Have you ever been involved with an estate that wasn’t planned out ahead of time? What happened?

2. What makes wealth transfer conversations so difficult?

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INSIGHTS •

Whether your group is new or ongoing, it’s always important to reflect on and review your values together. On page 77 is a Small Group Agreement with the values we’ve found most useful in sustaining healthy, balanced groups. We recommend that you choose one or two values—ones you haven’t previously focused on or have room to grow in—to emphasize during this study. Choose ones that will take your group to the next stage of intimacy and spiritual health.

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If your group is new, welcome newcomers. Introduce everyone— you may even want to have name tags for your first meeting.

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We recommend you rotate host homes on a regular basis and let the hosts lead the meeting. Studies show that healthy groups rotate leadership. This helps to develop every member’s ability to shepherd a few people in a safe environment. Even Jesus gave others the opportunity to serve alongside Him (Mark 6:30-44). Look at the FAQs in the Appendices for additional information about hosting or leading the group.

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The Small Group Calendar on page 89 is a tool for planning who will host and lead each meeting. Take a few minutes to plan hosts and leaders for your remaining meetings. Don’t skip this important step! It will revolutionize your group. If anyone is hesitant, simply tell them to think about it, and you’ll get back to them.

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SPLIT TING HEIRS STUDY GUIDE

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WATCH

VIDEO SESSION 1

Use the Teaching Notes space provided to record key thoughts, questions and things you want to remember or follow up on.

After watching the video, have someone read the discussion questions and direct the discussion among the group. As you go through each of the subsequent sections, ask someone else to read the questions, and direct the discussion.

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LEARN T O G E T H E R

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What does it mean to “finish well?”

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What concerns do you have about transferring wealth to your children and/or grandchildren?

3. What consideration have you given to Kingdom causes in your planning?

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GROW T O G E T H E R 1.

Before the group meeting you were asked to complete the Quantifying Your Wealth to Transfer exercise on page ?? of the Splitting Heirs book. What surprised you about the results of this exercise?

2.

What are you the most passionate about? How are you investing in what you are passionate about?

3. What if your doctor said an aggressive cancer would take your life in less than a month. Would you be spending your last days with lawyers and accountants scrambling to make final plans or enjoying the sweet final moments with your family?

4. Apply the previous scenario to your aging parents, if they are still alive. What conversation can you have now?

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What is your life mission statement? If you don’t have one, then take some time before the next meeting to write out a life mission statement for yourself.

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SMALL GROUP NEXT STEPS

Take a look at the Circles of Life diagram below and write the names of two or three people you know who would benefit from hearing the message of generosity. Commit to praying for God’s guidance and an opportunity to share with each of them. Perhaps they would be open to joining the group?

Share your lists with the group so you can all be praying for the people you’ve identified.

F A M I LY immediate or extended

FAMILIAR

FRIENDS

Neighbors, kids’ sports, school etc.

FUN gym, hobbies, hangouts

FIRM work

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Also consider someone—in this group or outside it—that you can begin going deeper with in an intentional way. This might be your mom or dad, a cousin, an aunt or uncle, a roommate, a college buddy, or a neighbor. Choose someone who might be open to “doing life” with you at a deeper level and pray about that opportunity.

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This week, how will you interact with the Bible? Can you commit to spending time in daily prayer or study of God’s Word (use the Daily Devotions section to guide you)? Tell the group how you plan to follow Jesus this week, and then, at your next meeting, talk about your progress and challenges.

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Commit together to taking a risk and going deeper in your group and in your relationships with each other.

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Ask, “How can we pray for you this week?” Invite everyone to share, but don’t force the issue. Be sure to write prayer requests on your Prayer and Praise Report on page ???.

Close your meeting with prayer.

READING PLAN AUTHOR OF MASTER YOUR MONEY

RON BLUE with JEREMY WHITE

SPLITTING

HEIRS

The Splitting Heirs book is a great way to reinforce what you are learning in your small group time every week. The work you do on your own will greatly benefit you and your group time.

Read the following chapters before your group’s next meeting.

G I V I N G YO U R M O N E Y & T H I N G S T O Y O U R C H I L D R E N without RUINING THEIR LIVES

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Chapter 3

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FOR ADDITIONAL

STUDY

If you feel God nudging you to go deeper, take some time before the next meeting to dig into His Word.

Explore the Bible passages related to this session’s theme on your own and jot your reflections in a journal or in this study guide. A great way to gain insight on a passage is to read it in several different translations. You may want to use a Bible app or website to compare translations.

READ ECCLESIASTES 7:11-12.

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How is wisdom considered to be a shelter?

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How can wisdom preserve the life of its possessor?

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If money is also considered as a shelter, how does it not preserve the life of its possessor?

READ JOB 1:21-22.

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The account of Job recounts a test of someone whose wealth and children were taken from him. If you found yourself in this situation, what might your reaction be?

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What about Job’s reaction surprises you?

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How could someone find the ability to praise God amid a “cursed” situation?

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D A I LY

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DEVOTIONS

READ: Proverbs 15:15 Better a little with the fear of the Lord than great wealth with turmoil.

RESPOND: What is wealth producing in your life? How do you imagine things could be?

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READ: Proverbs 20:21 An inheritance claimed too soon will not be blessed at the end.

RESPOND: How will an inheritance affect your family members?

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READ: Proverbs 13:22 A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous.

RESPOND: Which category would you place yourself in? How do you feel about the implications of that category?

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READ: Proverbs 19:21 Many are the plans in a person’s heart, but it is the Lord’s purpose that prevails.

RESPOND: How do your plans compare with God’s purpose?

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READ: Proverbs 20:5 The purposes of a person’s heart are deep waters, but one who has insight draws them out.

RESPOND: Who does this for you? How could someone in this role be helpful to you?

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REFLECT on the verses from this past week, and use the following space to write any thoughts God has put in your heart and mind about the things we have looked at in this session and during your Daily Devotions time this week.

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LEADER & STUDY GUIDES WITH VIDEO TEACHING

In Splitting Heirs, Ron Blue tackles one of the most challenging financial topics—how to pass on wealth without dividing your family. Drawing from biblical principles and decades of experience, he offers practical strategies to ensure inheritance strengthens relationships rather than creates conflict. The companion churchwide curriculum expands on these insights with six engaging sessions designed for families, small groups, and financial advisors.

The breakthrough Financial Wisdom Trilogy published in partnership with LifeTogether, is designed to help advisors and churches coach families of wealth in generosity and stewardship. These resources provide a practical, biblical framework for financial decision-making, guiding families to live with purpose, steward their wealth wisely, and leave a lasting legacy of Kingdom impact.

All new video teaching with Ron Blue and other financial experts.

Watch trailer here!

Ron Blue: A Legacy of Biblical Financial Wisdom Ron Blue, entrepreneur, author, and speaker, has dedicated over 40 years to equipping Christians with biblical financial wisdom to steward their resources for greater contentment and Kingdom impact.Daily Devotions time this week.

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To participate in a beta version of this new curriculum follow the QR code to sign up.

SPLIT TING HEIRS STUDY GUIDE