Dynasty Estate Planning
Donor Advised Fund Family Foundation
What is a Donor Advised Fund? A Donor Advised Fund (or “DAF”) is the quickest, easiest, and most cost effective way for anyone to establish a charitable Family Foundation. Among other benefits, it enables families to focus on the fun and meaningful activities (charitable giving), and outsource the tedious issues (accounting, IRS compliance, tax reporting,…
Read MoreIrrevocable Family Fortress Dynasty Trust – Legal Services
Irrevocable Family Fortress Dynasty Trust Irrevocable Family Fortress Dynasty Trust – Legal Services include establishing an an Irrevocable Dynasty Trust outside of taxable estate with provisions for life insurance, multi-generation capital growth and preservation, gifting, and income provisions. Such a Trust becomes valuable and important in legal planning when 1) the estate is over the…
Read MoreRevocable 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 MoreChildren and Money
When Should You Talk to Your Children About Money And Your Estate? Children and money are a tough blend. One or both are at the root of either conflict or oneness in marriage. What should you tell your children about your estate? How much do you tell them about your personal or business finances? How…
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