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Category Archives: Uncategorized

How to Pick the Perfect Trust

Written on February 16, 2017 at 11:15 am, by

No matter how much or how little you might be worth, it’s important for you to have an estate plan so that the maximum amount of your assets are passed onto your chosen beneficiaries. Adequate planning and a trust fund will help reduce the likelihood of family disagreements, unanticipated taxes and high probate costs. However,  Continue Reading »

What are the Benefits of Setting Up a Trust?

Written on February 1, 2017 at 2:06 pm, by

Trust Funds, or Trusts, can have outstanding benefits for yourself and your family. There are several different types of trusts which can often make the set-up process fairly complicated. However, once you understand exactly why you want one in the first place, you will begin to understand which one is more relevant to your requirements.  Continue Reading »

How to Leave an Inheritance to Family Members with Poor Money Management

Written on January 14, 2017 at 2:40 pm, by

Studies have shown that up to 70% of wealthy families lose their fortune by the second generation, and 90% by the third. Many are concerned that their children are not financially responsible enough to handle their inheritance, while others find it difficult to disclose the full extent of their wealth and explain how to retain  Continue Reading »