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...
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...
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...
by FamilyTrust | May 20, 2014 | Case Studies, Estate Planning
The process for successful tax reduction involves converting your assets into investment programs that meet your business and personal goals, while also meeting the strict rules that apply to each tool and instrument used. We consider the tools and programs below in...
by FamilyTrust | May 15, 2014 | Estate Planning, Famous Estates, Trust & Estate Blog
We have all read stories of movie stars, athletes, and other celebrities shoved into the spotlight of fame and wealth, only to end up broke after a successful career because they did not plan for their economic future. One good example is former NBA Rookie of the Year...
by FamilyTrust | May 15, 2014 | Estate Plan, Trust & Estate Blog
Benefits of an Estate Plan The best estate plans are created by focusing on people, not just property. In its most basic terms estate planning is how your affairs will be managed in the event you are not around, either because of your death or incapacity. No one wants...
