Category: Life & Estate Planning

The Wealth Creation Trust: A Gift That Keeps On Giving

The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store.  Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of [..]

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The Wealth Creation Trust: A Gift That Keeps On Giving

The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store.  Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of [..]

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How To Leave Your Home To Your Kids

Many parents want to know the best way to leave a home to their children. Before you make a plan, you should first be sure that your children actually want the property. We have seen too many parents take on unnecessary financial hardship in order to keep a home as an inheritance their children do [..]

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Estate Planning Lessons from the Passing of Prince

The passing of Prince, the famous American singer and music producer, has surprised the American public and its aftermath has gripping plot twists as the result of lack of estate planning or bad estate planning moves. Weeks after his death, news stories emerged that Prince had no will.  As a result, there are various highly contested claims to his inheritance [..]

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