Posts Tagged ‘grandchildren’

Overview of Virtual Estate Planning System (VEPS)

Virtual Estate Planning System Overview

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…

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Legacy 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…

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Legacy 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…

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Aquilini Family Trust at the Heart of Bitter Divorce

Aquilini family trust at the heart of bitter divorce

Francesco and Tali’ah Aquilini’s Family Trust dispute involves over $5 billion and more in assets, including the Vancouver Canucks and the largest blueberry and cranberry farming operations in the world. It affects tens of thousands of employees of the companies and their strategic partners, other family members, and young children caught in the limelight. Assets…

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Aquilini Family Trust at the Heart of Bitter Divorce

Aquilini family trust at the heart of bitter divorce

Francesco and Tali’ah Aquilini’s Family Trust dispute involves over $5 billion and more in assets, including the Vancouver Canucks and the largest blueberry and cranberry farming operations in the world. It affects tens of thousands of employees of the companies and their strategic partners, other family members, and young children caught in the limelight. Assets…

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What Are Estate Tax Exemptions?

What is the Federal Gift Tax?

Two separate estate tax exemptions exist that could apply when leaving assets to family, a lifetime tax exemption and a generation-skipping exemption. Lifetime Tax Exemptions The exemption most typically applied is called the Lifetime Tax Exemption, where each individual has a certain amount of federal tax exemption that they can leave to their heirs, usually a…

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The Secret of Successful Estate Plans

Family Estate Stories

Did you know that 70% of estate plans fail? In estate planning, the definition of “fail” is that the heirs are involuntarily parted from their assets. Several studies and many experts support this statistic, which is consistent with the reality that only 25% to 30% of family-operated businesses successfully continue from one generation to the…

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