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How to educate heirs on their future roles and responsibilities
When preparing your legacy to pass on to your heirs it’s important for them to understand what will happen after you pass. They should know their future roles and responsibilities. It is your job to prepare them. If taking over the family business or philanthropic foundation is an important piece of your legacy, educate your…
Read MoreHow to foster heir responsibility through incentive trusts
Everyone hopes their heirs will be responsible with their inheritance, but too often the heirs experience Sudden Money Syndrome and treat their inheritance like lottery winnings. A simple solution to this is making money available when a beneficiary makes responsible decisions instead of dispensing funds from a trust at certain ages. This is commonly called…
Read MoreAvoiding Potential Issues With Incentive Trusts
An incentive trust promotes your values to your heirs by setting stipulations before beneficiaries may receive funds. They are a popular way of discouraging frivolous spending and fostering a healthy work ethic. For example, they may provide a payment for a high GPA in college and on completion of a degree, or when the beneficiary…
Read MoreDon’t Let a Living Will Be the Death of You
A living will is a legal document that says “let me die” if death is pending as defined by state statute. It is typically a subjective statement of one’s intent to die – specifying how to let one die if one does not die immediately, such as by removal of food and/or water. A living…
Read MoreTax Savings for Commercial Builders and Renovators
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Read MoreDigital Assets Explosion = Passive Power!
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Read MoreConnect Legacy Planning and Asset Protection to Your Tax Reduction Strategies
If you take just one of the following tax reduction steps, you can start to reap saving benefits that will result in significantly reduced tax liability every year. If you take two or all three of these steps, you can take your business and personal portfolios to the next level, where even more opportunity for…
Read MoreConnect Legacy Planning and Asset Protection to Your Tax Reduction Strategies
If you take just one of the following tax reduction steps, you can start to reap saving benefits that will result in significantly reduced tax liability every year. If you take two or all three of these steps, you can take your business and personal portfolios to the next level, where even more opportunity for…
Read MoreLegacy Planning & Wealth Building
Your success has been hard-earned and full of important lessons about the value of each and every dollar you’ve received or spent. You’ve burned the midnight oil once too often, but recognize that is what it took to get to the point of being a successful entrepreneur with a loving family and an important role…
Read MoreFamily Business Transformation
You might be leading the lifestyle you want, and for which your family business provides handsomely, but are you truly leveraging the full value of your assets? Are you certain you will successfully transfer your business to the next generation? If that is not the goal, can you take it public with maximum valuation, or…
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