Posts Tagged ‘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 impossible to determine up front…
Read MoreTypes of Trusts
Types of Trusts. Defining a Trust is just the beginning. There are many varieties and types of Trusts. Designing an effective structure requires an understanding of what the materials and the tools the shape them can do. This is a simply overview of some of the most common types of Trust: Testamentary Trust. A Testamentary…
Read MoreTo 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 hear often. Parents want guidance…
Read MoreDon’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 camera on hand and recorded…
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