Shirtsleeves to Shirtsleeves in Three Generations
That subject line is an old saying that describes what so often happens to family wealth. But that does not have to happen to your family. The right trust strategy can help you create a lasting legacy.
Our Legacy Services team can help you with our trust mapping service. We’ll analyze how well a trust structure matches up with your goals. There are many different strategies that can be employed, but only one best one for you. Our goal is to help you find that best strategy.
The right process to structuring your trust is to start with your wishes, and then examine the best options from the world of trusts and estates law. That is how we approach problem solving, and we believe you could benefit from it. There’s no cost and potentially so much to gain. Why not make an appointment here and get started?
Book your Legacy Services Appointment now!
Disclosure: This document and its contents are provided for informational and organizational purposes only and are not intended to serve as legal, tax, or financial advice. Financial Gravity Family Office Services, LLC (FGFOS), Financial Gravity Legacy Services, LLC, and their affiliates do not provide legal or tax advice. Clients should consult with their own qualified legal, tax, and financial professionals before establishing, modifying, or relying on any trust or estate plan.
Any trust structuring, document preparation, or related legal services are coordinated through independent third-party professionals. Financial Gravity does not draft trust documents and does not assume responsibility for legal services provided by external providers. This document is intended to assist in the onboarding and discovery process and should not be interpreted as a recommendation for any specific estate planning strategy. This service is offered through and organized by Financial Gravity Legacy Services, LLC, a vendor to FGFOS.