Why You Should Consider Using A ‘Purpose’ Trust for Your Legacy Plan
A purpose trust is exactly what it sounds like, and it’s defining characteristic is to make sure your trust exists for a “valid” purpose.
The Single Biggest Mistake Made in Legacy Planning
The biggest mistake made by clients when it comes to estate and legacy planning is that most fail to actually implement their plan.
Your Children Are Not Your Legacy
You are your legacy, and the life you live is the legacy you will ultimately leave behind for your children.
Mindfulness and Your Legacy
Rather than simply drift through life without a plan, mindfulness can help you focus and make proactive choices with the intention of defining and creating your legacy.
Three Common Misconceptions About Legacy Planning
Many get tied up in the definition or the stereotypes of legacy planning, but forget its very simple premise.
Why the Wealthy Should Not Care About Estate Taxes
Instead of focusing purely on estate taxes, clients need to work on implementing strategies to preserve their wealth (and legacies) for future generations.