Dynasty Estate Planning
The Family Bank
The Family Bank What is a Family Bank? Well, to start, it’s important to understand why a Family Bank may be useful. Why a Family Bank? Most families who have worked hard to accumulate wealth share a concern for the long-term welfare of their offspring. They want them to have security and at the same…
Read MoreSustainable Distributions
Sustainable Distributions: How to Make Wealth Last and Grow The United Nations has promulgated 17 Sustainable Development Goals. Broadly speaking, these inter-related goals address global issues such as poverty, inequality, climate change, environmental degradation, peace, and justice. This is a model for other human endeavors including trusts or charitable organizations intended to last a long…
Read MoreJurisdictional Diversification
Jurisdictional Diversification Jurisdictional Diversification is a reality for most people whether they know it or not. If you have family members or property or business interests in more than one place, you are dealing with more than one jurisdiction. Most of the time, such jurisdictional diversification happens by accident. We just go where we go…
Read MoreCryonic Trust Blunders
We want to live forever and take our money with us. What could possibly go wrong? With all the focus on whether or not the technology will work, we too often fail to consider whether or not the financial side of the equation will work. When we aren’t even looking at the issue, we are…
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