How to Protect Your Family Legacy Through Estate Planning

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If a beneficiary has received assets from a trust, the trust’s income is offset by that amount, and the beneficiary pays taxes on what they received. This will ensure you include all necessary documentation and that your trust will be 100% legal. The most commonly named beneficiaries are spouses, children, and other close family members. Your beneficiaries are the people who will receive the assets you put in your trus

Comprehensive Financial Planning
Steven collaborates with attorneys, CPAs and financial advisers to design tax-efficient solutions that preserve and protect multigenerational wealth. Steven Bowles, CLU®, is the founder of Catalyst Advisory, an independent wealth transfer and estate planning advisory firm. Heirs can benefit equally from a pool of assets without dividing and splitting everything apart, which often results in lost value. This may involve a family LLC, a trust or shared governance of family assets. Dividing assets, especially illiquid ones like real estate and businesses, often forces a sale. Estate planning typically involves splitting everything evenly among the heirs, so they can do with their inheritance as they please.