Give your father a tribute to the role he has played in your life by preserving his legacy for generations to come with a Family Wealth Legacy Passage.
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When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself. When done right, estate planning allows you to share your family’s stories, values, and life lessons, so your legacy carries on long after you—and your money—are gone.
Read MorePlanning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, you can share your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone.
Read MoreA tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades, maybe as much as $30 to $50 TRILLION. How will this wealth transfer affect your family and the people you love?
Read MoreWhen Eric left water running unattended, the resulting flood caused over $400,000 in damage. Any inheritance he might have received before this accident could have been taken from him to pay for that damage. However, if Eric had received an inheritance in a Lifetime Asset Protection Trust, instead of an outright distribution, his inheritance would be completely protected from such a lawsuit—and just about any other threat imaginable.
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