Tag: Wealth

Legacy Planning is Not Just for the Rich- See how $5,000 can impact 3 generations.

  Legacy Planning is the process of using the transition of wealth to incentivize gift distributions.  For a closer look with examples of Legacy Planning might look like, please see my previous post, Legacy Planning 101.  After people understand the

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Building an Empire Part 2 – Start with Your Assets

              What are your assets?  Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets.  They would be right, they are assets, but those are not the only

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Legacy Planning 101:

Hi, Please check out my first white board animation video explaining Legacy/Estate Planning.  Let me know what you think.  If you are interested in this approach, give me a call and set up an appointment for a free family wealth

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