Trust & Estate Blog

Heritage Planning for Generational Success

Heritage Planning: The 3rd Element of Successful Multi-Generational Planning

Planning for your money is not the same as planning for your family. For centuries, “comprehensive planning” for most families has consisted of financial and estate planning. And, for centuries, that planning has failed and families have been unable to keep the family and fortune together of more than two or three generations. The difference Read More …

Plan - Protect - Control

Connect 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 More …

Wealth Building & Legacy Planning

Legacy 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 More …

Business Breakthrough Process

Family 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 Read More …

paul-walker-screencap

Questions About Guardianship of Paul Walker’s Daughter Answered

When actor Paul Walker passed away last November, his death left more questions than how it will affect the “Fast & Furious” movie franchise he starred in; it also raised the issue of who would be the guardian(s) of his 15-year-old daughter, Meadow Rain Walker. According to an AP report on May 28, Meadow will Read More …

Periodic Table of Estate Planning Elements

Periodic Table of Strategic Estate Planning Tools

The process for successful tax reduction involves converting your assets into investment programs that meet your business and personal goals, while also meeting the strict rules that apply to each tool and instrument used. We consider the tools and programs below in our discussions with you and your planning team members. Click links for information Read More …