Posts Tagged ‘grandchildren’

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…

Read More

Pest Control Magnate Needed to Work the Bugs Out of His Family Trusts

An ongoing battle in the Georgia courts surrounding the estate of O. Wayne Rollins, the late co-founder of Rollins Inc., a large pest control corporation, illustrates that having a Family Trust in place at the time of your death will not guarantee an easy transition of wealth to the heirs of the estate. As this…

Read More

Pest Control Magnate Needed to Work the Bugs Out of His Family Trusts

An ongoing battle in the Georgia courts surrounding the estate of O. Wayne Rollins, the late co-founder of Rollins Inc., a large pest control corporation, illustrates that having a Family Trust in place at the time of your death will not guarantee an easy transition of wealth to the heirs of the estate. As this…

Read More

Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

Read More

Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…

Read More

Legacy Planning: The New Wealth Paradigm

Will Your Legacy Planning Strategy Secure Your Wealth and Protect Your Family’s Future? How secure do you feel about your family legacy planning? Will your family legacy be like the Rothschild’s, still going strong after 300 years, or the Vanderbilt’s, who squandered an unimaginable fortune in three generations? Watch this fascinating video to learn why…

Read More

Legacy Planning: The New Wealth Paradigm

Will Your Legacy Planning Strategy Secure Your Wealth and Protect Your Family’s Future? How secure do you feel about your family legacy planning? Will your family legacy be like the Rothschild’s, still going strong after 300 years, or the Vanderbilt’s, who squandered an unimaginable fortune in three generations? Watch this fascinating video to learn why…

Read More

Aquilini Family Trust at the Heart of Bitter Divorce

Aquilini family trust at the heart of bitter divorce

Francesco and Tali’ah Aquilini’s Family Trust dispute involves over $5 billion and more in assets, including the Vancouver Canucks and the largest blueberry and cranberry farming operations in the world. It affects tens of thousands of employees of the companies and their strategic partners, other family members, and young children caught in the limelight. Assets…

Read More

What Are Estate Tax Exemptions?

What is the Federal Gift Tax?

Two separate estate tax exemptions exist that could apply when leaving assets to family, a lifetime tax exemption and a generation-skipping exemption. Lifetime Tax Exemptions The exemption most typically applied is called the Lifetime Tax Exemption, where each individual has a certain amount of federal tax exemption that they can leave to their heirs, usually a…

Read More