Posts Tagged ‘Rothschild’

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…

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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…

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Heir Preparedness: Estate Planning For Long-Term Family Success

Generational Succession Systems Help Sustain Family Core Values Below are the eight areas of a legacy planning estate plan that create a strong and healthy structure upon which your family can build long-term success: (Click links to scroll down for more information.) Family Education Family Philanthropy Family History & Resources Family Reunions Family Financial Health…

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What Is A Family Trust?

Illustration by Mathieu CHAINE courtesy of Wikipedia under the Creative Commons Attribution-Share Alike 3.0 Unported license.

A family trust is usually intended to either honor and/or provide for family. Nearly every kind of trust that does not have a charity and non-family members as beneficiaries is considered a "family trust" of some kind. A family trust anticipates a connection with others that is usually blood-based. But when one drills down more…

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