Types 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…
Read MoreFreedomFest 2016
FreedomFest 2016 will be held in Las Vegas, at Planet Hollywood; July 13-16th. I will be speaking on Thursday the 14th on “The 5 Best Planning Practices for Any Estate”. I hope to see you there. The FreedomFest is an amazing experience. There are brilliant ideas presented by awesome people. Even better, you meet and connect…
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