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Heritage Planning: The 3rd Element of Successful Multi-Generational Planning

Heritage Planning: The 3rd Element of Successful Multi-Generational Planning

by FamilyTrust | Apr 4, 2016 | Asset Protection, Estate Planning, Family Succession

Planning for your money is not the same as planning for your family. For centuries, “comprehensive planning” for most families has consisted of financial and estate planning. And, for centuries, that planning has failed and families have been unable to...
Digital Assets Explosion = Passive Power!

Digital Assets Explosion = Passive Power!

by FamilyTrust | Jun 7, 2014 | Asset Protection, Tax Reduction, Trust & Estate Blog

[alert size=”alert-block” variation=”alert-info”] Receive Free Copy of Our Book! “The Power of Passive: Profiting From Your Digital Assets” We will soon release a short book that expands on this subject. To receive your free copy,...
Connect Legacy Planning and Asset Protection to Your Tax Reduction Strategies

Connect Legacy Planning and Asset Protection to Your Tax Reduction Strategies

by FamilyTrust | Jun 5, 2014 | Asset Protection, Tax Reduction, Trust & Estate Blog

If you take just one of the following tax reduction steps, you can start to reap saving benefits that will result in significantly reduced tax liability every year. If you take two or all three of these steps, you can take your business and personal portfolios to the...
Legacy Planning & Wealth Building

Legacy Planning & Wealth Building

by FamilyTrust | Jun 5, 2014 | Asset Protection, Do-It-Yourself Estate Plan, Family Succession, Tax Reduction, Trust & Estate Blog

Your success has been hard-earned and full of important lessons about the value of each and every dollar you’ve received or spent. You’ve burned the midnight oil once too often, but recognize that is what it took to get to the point of being a successful...
Family Business Transformation

Family Business Transformation

by FamilyTrust | Jun 5, 2014 | Asset Protection, Family Business Succession, Tax Reduction

You might be leading the lifestyle you want, and for which your family business provides handsomely, but are you truly leveraging the full value of your assets? Are you certain you will successfully transfer your business to the next generation? If that is not the...
Asset Protection: Structures for Personal & Business Success

Asset Protection: Structures for Personal & Business Success

by FamilyTrust | May 22, 2014 | Asset Protection

[blockquote right=”pull-right”]“My business is doing great and I’m making lots of money, but I pay high taxes, the stress is affecting my health, and my family has no idea about what to do if something should happen to me.”[/blockquote]We provide...
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