July 8, 2016
How to tell your children about your estate

To Tell or Not to Tell Your Children About Your Estate

To tell or not to tell your children, are they ready? What should you tell your children about your estate?  How much do you tell them about your personal or business finances?  How much do they need to know?  How much of it is simply none-of-their-business? These are questions we […]
June 20, 2016
trust fund baby

Don’t Create a Nasty Trust Fund Baby

The Danger of the “Trust Fund Baby” I was interviewed about the trust fund baby problem by SuccessCouncil.com after my presentation at FreedomFest (2015). Success Council was interested in getting some practical advice on how to help children inherit wealth without harming themselves, their family and their community. They had a […]
June 24, 2015

Freedomfest 2015

I have been a speaker at FreedomFest in Las Vegas since it began.  I may not have the name recognition of some of the keynote speakers, but I am blessed to share speaking opportunities with the world’s top thinkers and doers on the topic of liberty.  My focus this year is on the practical issues […]
June 1, 2015

Trust Protector – Defender of Trusts

A Trust Protector is a party other than a Trustee or a Beneficiary who has certain powers regarding the Trust and its administration.  These powers may be very broad or narrow as determined by the Trust instrument.  They may include the power to remove or replace trustees and beneficiaries, cure […]