Will the government determine who will inherit your family wealth?
Most Americans are not prepared. 55% of Americans do not have at minimum a Will. Through Estate Planning, you have the opportunity to determine the fate of your family’s wealth.
Want to eliminate the delays and costs of probate for your loved ones?
Probate is avoidable with advance planning. Setting up a Trust today can help your family receive their inheritance without unnecessary delays and the future expense of probate.
Will your children be robbed of their inheritance because of your debt?
If your debt exceeds the value of your estate your creditors can steal your children’s inheritance. Gaining a full picture of your financial well-being will help you take steps now to protect and preserve your children’s inheritance.
Can creditor’s claims be avoided if you set up a trust?
It depends on what type of trust you set-up. Most people set-up a living trust to avoid probate; however, your assets are still subject to creditors’ claims.
Are your loved ones prepared to handle the wealth you worked so hard to achieve?
The wealthy have proven that engaging in estate planning alone will not preserve wealth beyond the third generation. Typically, our children and grandchildren are better at spending money than managing it and preserving it for future use. By engaging in Family Wealth Planning, you will be able to pass on your family’s core values and attitudes towards wealth which is essential to the sustainability of wealth for generations to come.
Most Americans are not prepared. 55% of Americans do not have at minimum a Will. Through Estate Planning, you have the opportunity to determine the fate of your family’s wealth.
Want to eliminate the delays and costs of probate for your loved ones?
Probate is avoidable with advance planning. Setting up a Trust today can help your family receive their inheritance without unnecessary delays and the future expense of probate.
Will your children be robbed of their inheritance because of your debt?
If your debt exceeds the value of your estate your creditors can steal your children’s inheritance. Gaining a full picture of your financial well-being will help you take steps now to protect and preserve your children’s inheritance.
Can creditor’s claims be avoided if you set up a trust?
It depends on what type of trust you set-up. Most people set-up a living trust to avoid probate; however, your assets are still subject to creditors’ claims.
Are your loved ones prepared to handle the wealth you worked so hard to achieve?
The wealthy have proven that engaging in estate planning alone will not preserve wealth beyond the third generation. Typically, our children and grandchildren are better at spending money than managing it and preserving it for future use. By engaging in Family Wealth Planning, you will be able to pass on your family’s core values and attitudes towards wealth which is essential to the sustainability of wealth for generations to come.