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Legacy Lifeboat System Fills Gaps, Captures Voice, Love & Values
Life is a voyage full of risks and rewards. When you reach your ultimate destination, how will your legacy affect the journey of future generations? Overview Typical legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most estate plan documents…
Read MoreLegacy Lifeboat System Fills Gaps, Captures Voice, Love & Values
Life is a voyage full of risks and rewards. When you reach your ultimate destination, how will your legacy affect the journey of future generations? Overview Typical legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most estate plan documents…
Read MoreAttitude That One Can Choose One’s Friends And Not One’s Family
Our relationship are so close and families have known us for so long that we come to be vulnerable by the ways they know us. So we often try to protect ourselves from the damage of family. We “manage the damage” from family. We can choose our friends but not our family. This is sometimes…
Read MoreAttitude That One Can Choose One’s Friends And Not One’s Family
Our relationship are so close and families have known us for so long that we come to be vulnerable by the ways they know us. So we often try to protect ourselves from the damage of family. We “manage the damage” from family. We can choose our friends but not our family. This is sometimes…
Read MoreOur Difference From Traditional Estate Planning
Legacy Planning Provides Heirs a Road Map to Success Traditional estate planning is popularly defined as: “I want to give what I have to who I want, the way that I want, at the lowest possible cost.” The focus on money threatens the healthy balance of beneficiaries and the well-being of family. The risk of…
Read MoreSecrets to Beneficiary Success – 12 Areas of Focus
Here are twelve areas on which to focus for beneficiary success: 1. Focus on people rather than things. “People are made to be loved and things are made to be used. The greatest tragedy in the world is that we use people and love things.” Rvel Howell 2. Focus on happiness rather than pleasure. “Storybook…
Read MoreWould You Give a Five-Year-Old a Loaded Gun?
Caring parents would never think of giving their five-year-old a loaded gun to play with. Many would have second thoughts about giving a loaded gun to inexperienced children at any age. The chances for mistake and injury are just too great. The paper tells us every day of circumstances where children hurt themselves or others…
Read MoreIndiana and Congress Just Revolutionized Estate Planning
In Spring 2013, Governor Pence signed legislation that eliminated Indiana’s inheritance tax. Earlier in 2013, the US government approved a $5.25 million federal estate exemption with “portability”. Portability means that on the first spouses’ death, the estate can file a return that transfers any unused portion of the first spouse’s exemption to the surviving spouse.…
Read MoreYou Can Now Distribute Estates Very Quickly
The need and expense of federal and state death tax returns is gone! For almost every Hoosier household, as much as 50% to 60% of estate inheritance fees and long waiting times for return approval should be a thing of the past. In Indiana, only creditors’ claims need to be negotiated before an estate is…
Read MoreFumo's daughter accuses him of raiding family trust fund | TribLIVE
PHILADELPHIA — A once-powerful Pennsylvania lawmaker, Vincent Fumo is set to leave prison next month, but his legal woes still mount as his children accuse him of raiding a family trust fund. Fumo, 70, netted more than … Read more: Fumo’s daughter accuses him of raiding family trust fund
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