Archive for the ‘Legacy Planning’ Category

Archive for the ‘Legacy Planning’ Category

Estate Planning: A Lasting Gift for That Someone Special

February 11th, 2016

What does Valentine’s Day mean to you? Does it evoke a romantic vision of champagne, red roses, and a moonlit dinner? Why limit your compassion to chocolates and flowers when you can be more creative and unique. The flowers may wither away and die and the fancy chocolates will soon be gobbled up, so gift […]

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"extended-legacy-planning"

3 Crucial Extended Legacy Planning Lessons for the Elite

November 17th, 2015

Prevent unpleasant surprises by establishing a legacy while you are still alive. Extended legacy planning reduces the burden of tax on your family members, gives you the power to protect your designated beneficiaries against market fluctuations, and allows you to control the death benefit proceeds. This article examines 3 beneficial ways in which you can […]

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Leave behind a Legacy of Giving: A Guide to Legacy Planning

October 16th, 2015

A U.S. Trust survey found that majorities of high-net-worth individuals say that those who have achieved significant wealth have a responsibility to pass on a tradition of philanthropic giving and create positive social change. That’s what we are discussing here today. How to combine your philanthropic interests with estate planning. Legacy planning is the creation […]

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