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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...
Traditional Estate Planning Compared To Legacy Planning

Traditional Estate Planning Compared To Legacy Planning

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...

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