Posts Tagged ‘family’
Family Business Transformation
You might be leading the lifestyle you want, and for which your family business provides handsomely, but are you truly leveraging the full value of your assets? Are you certain you will successfully transfer your business to the next generation? If that is not the goal, can you take it public with maximum valuation, or…
Read MorePest Control Magnate Needed to Work the Bugs Out of His Family Trusts
An ongoing battle in the Georgia courts surrounding the estate of O. Wayne Rollins, the late co-founder of Rollins Inc., a large pest control corporation, illustrates that having a Family Trust in place at the time of your death will not guarantee an easy transition of wealth to the heirs of the estate. As this…
Read MoreOverview of Virtual Estate Planning System (VEPS)
Our online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come. The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the…
Read MorePhilip Seymour Hoffman's Unexpected Death Raises Numerous Estate Issues
When Oscar-winning actor Philip Seymour Hoffman died unexpectedly on February 2, he left more than his legacy of notable performances. He also left an estate estimated to have a net worth of $35 Million. Unfortunately, like many celebrities before him who passed away “before their time,” he left the fate of that estate in less-than-optimal…
Read MoreLegacy Planning: The New Wealth Paradigm
Will Your Legacy Planning Strategy Secure Your Wealth and Protect Your Family’s Future? How secure do you feel about your family legacy planning? Will your family legacy be like the Rothschild’s, still going strong after 300 years, or the Vanderbilt’s, who squandered an unimaginable fortune in three generations? Watch this fascinating video to learn why…
Read MoreLegacy Planning: The New Wealth Paradigm
Will Your Legacy Planning Strategy Secure Your Wealth and Protect Your Family’s Future? How secure do you feel about your family legacy planning? Will your family legacy be like the Rothschild’s, still going strong after 300 years, or the Vanderbilt’s, who squandered an unimaginable fortune in three generations? Watch this fascinating video to learn why…
Read MoreBusiness Succession Planning is Essential Part of Family Estate Plan
Whether you are a royal family or an entrepreneur, every family with any assets to leave to the next generation puts family members in business. Occasionally, the estate’s assets are easily and quickly disseminated over a short period of time with understanding and harmony. Billion-Dollar Babies, Carpenter’s Sons and GenXers All Need a Strong Family…
Read MoreTypes of Family Trust Documents
The types of family trust documents you need depend on the context in which you apply the term "family trust." If a family trust is from a family trust-based plan, then you need a power of attorney, a pour-over will, healthcare disclosure documents, and a living trust. If a family trust stems from a will-based…
Read MoreFamily trust buys south Liverpool tower block for £3m
A Liverpool tower block has been purchased by the Pervaiz Naviede Family Trust, pushing the number of residential units acquired this year to more than 100. Heysmoor Heights, a 16-storey tower block in the Sefton Park area, was bought out of … Read more: Family trust buys south Liverpool tower block for £3m
Read MoreFamily trust buys south Liverpool tower block for £3m
A Liverpool tower block has been purchased by the Pervaiz Naviede Family Trust, pushing the number of residential units acquired this year to more than 100. Heysmoor Heights, a 16-storey tower block in the Sefton Park area, was bought out of … Read more: Family trust buys south Liverpool tower block for £3m
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