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 | 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 | 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 25, 2013 | Estate Planning, Legacy Resources
2 Steps to a Secure Legacy Step 1: Begin with the End in Mind A holistic plan that incorporates all aspects of wealth, tangible and intangible. Consider all relationships and how you want to be remembered. e.g. as a father, wife, son, daughter, brother, sister,...
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...
