by FamilyTrust | Feb 14, 2014 | Family Business Succession, Family Preparation, Family Succession, Historical Legacies, Legacy Resources, Videos - Trusts & Estates
Will Your Legacy Planning Strategy Secure Your Wealth and Protect Your Family’s Future? How secure do you feel about your family legacy planning? Will your family legacy be like the Rothschild’s, still going strong after 300 years, or the...
by FamilyTrust | Oct 29, 2013 | Estate Plan, Family Preparation, Family Succession, Featured Articles
Most estate planning attorneys will tell you that all you need for an estate plan is the standard set of financial and legal documents. However, using this standard over the course of history, only 30% of all inherited assets ever successfully transition to the second...
by FamilyTrust | Oct 25, 2013 | Asset Protection, Estate Planning, Family Preparation
Your life’s work and contribution to others can disappear quickly without adequate attention to the foundations and practices of legacy. Heirs may be unprepared or incapable without mentoring assistance. Avoid Risks of Wealth Transfer Even outright gifts to charity...
by FamilyTrust | Oct 24, 2013 | Family Preparation, Family Succession, Legacy Resources
Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and...
by FamilyTrust | Oct 23, 2013 | Family Preparation, Family Succession, Featured Articles, Historical Legacies, Legacy Resources
Generational Succession Systems Help Sustain Family Core Values Below are the eight areas of a legacy planning estate plan that create a strong and healthy structure upon which your family can build long-term success: (Click links to scroll down for more information.)...
by FamilyTrust | Oct 21, 2013 | Definitions, Estate Plan, Family Preparation, Legacy Resources
1 Pillar of Support Compared to 4 — Focus on Life and Living Purpose, alignment, trust and communication- building and preparedness are about life and living. Focus on people first. In a study of 2,600 adult children and parents, when asked to choose only one of...
