The best approach is to meet with an attorney who understands the Legacy Wealth Planning process. This will ensure you address the financial … [Read more...] about What steps can I take to preserve my legacy?

YES, but you would be better off choosing an attorney whose practice is focused on estate planning. Members of the American Academy of … [Read more...] about Can any attorney create a Family Wealth Trust?

No. A Family Wealth Trust can help anyone who wants to protect his or her family from unnecessary probate fees, attorney’s fees, court costs … [Read more...] about Is a Family Wealth Trust only for the rich?

You can certainly go back to the attorney you worked with before, however, few attorneys offer Legacy Wealth Planning. If you want Legacy … [Read more...] about If I have a “bare bones” living trust should I go back to the attorney who drafted the trust?

Very few estate planning attorneys offer Legacy Wealth Planning. A “bare bones” living trust covers probate avoidance and usually ignores … [Read more...] about How do I know if I have a “bare bones” living trust?

NO. The Family Wealth Trust has been authorized by the law for centuries. The government really has no interest in making you or your family … [Read more...] about Is the Family Wealth Trust some kind of loophole the government will eventually close down?

YES. In fact, all real estate should be transferred into your Family Wealth Trust. Otherwise, upon your death, depending on how you hold the … [Read more...] about Can I transfer real estate into a Family Wealth Trust?

YES. In fact, most people who create a Family Wealth Trust act as their own trustees. If you are married, you and your spouse can act as … [Read more...] about If I set up a Family Wealth Trust, can I be my own trustee?

Not only does a Family Wealth Trust provide for the disposition of your property (like a Will), but it also offers the following … [Read more...] about Why should I have a Family Wealth Trust?