December 2, 2017
Irrevocable Family Fortress Dynasty Trust

Irrevocable Family Fortress Dynasty Trust – Legal Services

Irrevocable Family Fortress Dynasty Trust Irrevocable Family Fortress Dynasty Trust – Legal Services include establishing an an irrevocable life insurance and asset preservation trust with dynasty, gifting, and income provisions.  Such a Trust becomes valuable and important in legal planning when 1) the estate is over the estate tax threshold, 2) […]
December 2, 2017
Revocable Dynasty Trust

Revocable Living Dynasty Trust – Legal Services

Revocable Living Dynasty Trust Revocable Living Dynasty Trust – Legal Services look beyond merely avoiding probate and/or reducing estate taxes.  It is all about what your estate planning is going to do to your family or designated beneficiaries over time.  Not every family needs multi-generation planning.  However, it is often […]
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 […]