Are my heirs going to be good stewards of my wealth? Or just benefactors of it?

Too much money rarely ruins heirs, it’s too little character. However, you may want to set your legacy planning up to incent your heirs to lead productive and respectable lives. We help you make sure that your family values are not lost in the process. The establishment of a family mission statement and properly structured trusts can be set up to do just this – preserve family values and incent productive lifestyles. You can plan around the fear of creating “trust fund babies.”

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Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

WP90X – Intergenerational Split Dollar: Learning from Levine

Unpack Intergenerational Split-Dollar Agreements and the life insurance planning design utilized in the Levine case

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WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

An innovative strategy to help you better serve clients facing income and estate tax challenges

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Want Drama? Don’t Prepare for Estate Taxes

By Tim Young & Michael Kenneth There’s something out there. Something looming. You can’t quite…

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