Estate Planning

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

Heritage Planning for Generational Success

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…

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Periodic Table of Strategic Estate Planning Tools

Periodic Table of Estate Planning Elements

(317) 268-8880 Home Overview Team Appreciated Assets Approach Criteria Philosophy Growth Partners Approach Criteria Philosophy News Case Studies FAQ Free In-Depth Tax Analysis Periodic Table of Strategic Estate Planning Tools Click for Enlarged Periodic Table of Strategic Tools The process for successful tax reduction involves converting your assets into investment programs that meet your business…

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Estate Planning Priorities Survey

Determine Your Estate Plan Priorities

Your current level of success is most likely based on realistic business goals and priorities that aligned with your vision and dreams for the future. Because you have made some of your previous dreams come true and you are planning for the next phase of your success, you probably now need a new set of…

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Estate Planning Priorities Survey

Determine Your Estate Plan Priorities

Your current level of success is most likely based on realistic business goals and priorities that aligned with your vision and dreams for the future. Because you have made some of your previous dreams come true and you are planning for the next phase of your success, you probably now need a new set of…

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Every Trust Should Have a Designated Trust Protector

A recent New York Times article[1] pointed out the importance of appointing a reliable, trustworthy trustee, someone you think you can confide in and who understands your intentions. But, even if you are confident in your choice of trustee, you might need a third party called a “trust protector” in case that trustee turns out…

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Exploring Myths & Misconceptions About Wills and Trusts

As much as we try to simplify the process for you, it can be difficult to sort through all the confusion about estate planning documents and the probate process. In an article posted on TCPalm.com, Florida Trust Attorney Robert D. Schwartz provides an insightful explanation of common misconceptions about wills and trusts. According to Schwartz,…

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