ESTATE PLANNING CONTENTS/LINKS
TAXES BUT MORE IMPORTANTLY "BENEFITS"



Again, this is only the minimum number of items on this subject, consisting of what is uniquely contributory in my mind.  We point to other resources to go to for the overall referencing.  



















































USING TRUSTS EFFECTIVELY

The Financial Incentive Trust

It is a good idea to maximize these for greater effect - and it is an art to creating and utilizing them.

Family Financial Incentive Trust - Why bother? What's the concept?

Financial Incentive Trust Summary - One page summary of the problems it is trying to avoid and the values and accomplishments it is incentivizing.
 
Financial Incentive Trust And The Necessity To Plug The Leaks - If you don't plug the leaks, then the incentives won't work.  Avoid the enabling behavior. 

Sudden Wealth - What happens to people when they receive unearned wealth - a main reason for trusts! 
                
What To Do To Have The Financial Incentive Trust Be More Effective - Just like any incentive
program, whether personal or in business, they may fail if there is not enough of a reaction on the other side.  But the reaction not only depends on the person but how clearly the reasons and incentives are presented - and then reinforced by the trustee and other interested parties.  It is a complicated but immensely worthwhile process to engage in.