legacy planning

Educate Your Children on Wealth Management

Educate Your Children on Wealth Management

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about saving, investing and other money management skills can help keep your legacy alive. Teaching Techniques There’s no one right way to

Sonya Foster2025-05-21T08:14:02-06:00January 25th, 2022|

Dynasty Trust Gives Long Into the Future

Dynasty Trust Gives Long Into the Future

With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend the estate tax benefits for several generations, and perhaps indefinitely? A dynasty trust can protect your wealth from gift,

Sonya Foster2021-04-12T14:57:10-06:00December 14th, 2017|