Page 84 - Ultimate Guide to Estate Planning Third Edition_Neat

interest to each of your intended heirs
(normally correlating with the annual
exclusion). The family limited liability
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

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