We all know of a family whose siblings never recovered from the rift created during their parent’s estate settlement. Greed often is blamed, yet it is not always the cause. Read the rest of this entry »
Tag: Estate Plan TrustsMay 16th, 2008 admin Posted in Estate Plan Trusts | No Comments »
We all know of a family whose siblings never recovered from the rift created during their parent’s estate settlement. Greed often is blamed, yet it is not always the cause. Read the rest of this entry »
Tag: Estate Plan TrustsMay 16th, 2008 admin Posted in Estate Plan Trusts | No Comments »
While “Estate Planning” is the process of planning to pass assets from one generation to the next, “Legacy Planning” is the next generation of Estate Planning. Estate Planning is the starting point, but Legacy Planning takes it beyond the basics. Legacy Planning recognizes that we are more than the material wealth we have acquired. Our material wealth is just one part of the equation. When we leave this life, we will leave more behind for our children. Perhaps more important than the material wealth is our value system, our guidance, and our protection. While we cannot stay with our families after we are gone, we can pass on our values and continue our guidance and our protection. Read the rest of this entry »
Tags: Estate Plan Trusts, legacy planningMarch 19th, 2008 admin Posted in Estate Plan Trusts | No Comments »
The very best and most pleasant reason to buy a house is to buy a house in which your family will live and grow together. There is a lot of fun engaged in finding the perfect place for you and your family to call home. There is also a lot of tension involved as well and that should not be overlooked. Read the rest of this entry »
Tags: Estate Plan Trusts, family, house