Tag Archives: Trusts


protect your future

3 Ways to Protect Your Future and Everything You Own

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Sometimes it takes a crisis, like the one we’re experiencing now with the Coronavirus (COVID-19), to put things in perspective. It prompts us to take measures to protect what’s important and better prepare for our future. That’s where legal planning comes in. Without it, your family could be left with a huge financial burden, your assets […]

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To Work Better, Take Your Nose Off The Grindstone

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A positive attitude can do wonders for any work environment. Happy, positive people are a pleasure to work with, particularly those who remain pleasant and even-tempered under challenging or difficult circumstances. How can you help more of your employees fit this mold? For starters, it helps to understand that those who maintain a consistently upbeat […]

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Which Trust is Right for You?

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Trusts are used for a wide variety of situations. Some trusts will protect heirs from probate, while others maintain privacy for landowners, and still some protect assets against litigations, creditors, divorce and other claims. The first step in understanding which trust would fit your situation is to understand what a trust is. A trust is, […]

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Family Security Trust – Week 41 – Business Tip Video

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Family Security Trust A Family Security Trust – or FST- is a means of preserving and enhancing family wealth as it accumulates over the years. One of the ‘secret weapons’ of the wealthy are the use of trusts established to benefit family members.  The most powerful are irrevocable trusts in which the grantor is neither […]

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Reducing Your Estate Tax

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An Irrevocable Life Insurance Trust (ILIT) is a special trust that allows for the possible exclusion of life insurance proceeds from the estate tax. Such an irrevocable life insurance trust, by definition, is unchangeable – a key drawback of its establishment. Yet an ILIT’s potential enormous estate tax savings, particularly for those with large life […]

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