Page 86 - Ultimate Guide to Estate Planning

company then begins its investing for the
growth and benefit of everyone involved. Not
only do we begin to solve estate tax issues, we

create a vehicle for learning for the junior
generation. The junior family members start
to look to their senior family members (you) to
learn about family holdings and to
understand the philosophies associated with
your wealth creation. It also promotes family

unity following your passing.

With a properly structured entity holding the
investments, the heirs work together and

learn together about your philosophies and
values. To protect you, we make sure that you
remain in control while you’re alive.

Next, we also provide asset protection from
outside creditors of your heirs. Outside

creditors are the creditors of your children. If
we fail to protect against outside creditors,
heirs may be at odds based upon the financial
condition of another heir. Imagine the

disruption of family unity if one of your
children got divorced, and now their ex-
spouse ends up with a financial interest in the

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