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 | Apr 12, 2014 | Blog Resources, Do-It-Yourself Estate Plan, Family Succession, Legacy Resources, Tools & Resources
Historical data shows that only 3 families in 10 will successfully transition their estate to the next generation and by the beginning of the third generation, 9 out of 10 families will involuntarily lose their financial assets and real estate. High net worth families...
by FamilyTrust | Apr 11, 2014 | Blog Resources, Do-It-Yourself Estate Plan, Estate Planning, Legacy Resources, Tools & Resources
Your current level of success is most likely based on realistic business goals and priorities that aligned with your vision and dreams for the future. Because you have made some of your previous dreams come true and you are planning for the next phase of your success,...
by FamilyTrust | Mar 5, 2014 | Asset Protection, Do-It-Yourself Estate Plan, Estate Planning, Family Trust Online
Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the...
by FamilyTrust | Dec 26, 2013 | Blog Resources, Do-It-Yourself Estate Plan, Estate Administration, Estate Plan, Family Trust Online, Legacy Resources, Set Up Family Trust, Tools & Resources, Trusts and Estates, Wills and Trusts
Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then,...
by FamilyTrust | Oct 24, 2013 | Do-It-Yourself Estate Plan, Estate Planning
The art of bonsai is a valued treasure that is handed down through generations. Some trees can live from 600 to 800 years or more. The Asian elite has embraced this art to help guide the soul and train the mind. There is no real completion time or end. As the tree...
