With proper estate and legacy planning, wealthy families have a better chance of success in passing on their fortune to their family, from one generation to the next.
Topics covered in this whitepaper include:
- What is Legacy Wealth Planning
- Family Wealth Trusts
- Generation Skipping Trusts
- Reduce Taxes However Possible
- Charitable Donations
- Teach Your Children to Teach Their Children
Click here to read the whole article or download the PDF.
Latest posts by Scott Schomer, Estate Planning Attorney (see all)
- Married Couples: Reciprocal vs. Joint Will - November 15, 2023
- Can I Still Access Assets Transferred into a Trust? - November 14, 2023
- Alternatives to Nursing Home Care in California - November 11, 2023