Wills and Trusts
500 Years of Generational Success or Shirtsleeves-to-Shirtsleeves: How Long Will Your Legacy Survive?
The fact that family wealth rarely, if ever, survives through more than three generation is a belief that spans the globe and almost all of recorded history. As far back as 2,000 years ago, Chinese philosophy was that “Wealth never survives three generations.” Medieval England put it this way: “Clogs to clogs in three generations,”…
Read More500 Years of Generational Success or Shirtsleeves-to-Shirtsleeves: How Long Will Your Legacy Survive?
The fact that family wealth rarely, if ever, survives through more than three generation is a belief that spans the globe and almost all of recorded history. As far back as 2,000 years ago, Chinese philosophy was that “Wealth never survives three generations.” Medieval England put it this way: “Clogs to clogs in three generations,”…
Read MoreExploring 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,…
Read MoreFREE Online Estate Planning Software
Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…
Read MoreFREE Online Estate Planning Software
Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…
Read MoreLiving Trust vs. Will
Should you have a living trust or a will? Benefits exist for both a will-based estate plan and a trust-based plan. From a cost standpoint, usually a trust-based plan – where the assets are truly coordinated with the trusts – are less expensive, but both kinds of plans do have expenses after death. Usually, a…
Read MoreEstablish an Effective and Legal Asset Protection Program
In today’ s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection: Concepts & Strategies for Protecting Your Wealth, by Jay Adkisson and Chris Riser, details methods that are both legally and morally legitimate for protecting one’ s assets from creditors, lawsuits,…
Read MoreRevocable vs. irrevocable: Which trust is right for your client?
Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?
Read MoreRevocable vs. irrevocable: Which trust is right for your client?
Most clients will instinctively favor the revocable version. After all, why should they want to put their money into something they can never change, when they could put it into something they retain control over — and can even cancel altogether … Read more: Revocable vs. irrevocable: Which trust is right for your client?
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