Eternal Legacy Trust

The Perpetual Legacy Trust

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Your Eternal Legacy Trust

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The Eternal Legacy Trust or "Perpetual Trust" for the Affluent Wishing an Eternal Gifting Legacy

DRT vs CRT

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Serving Families in Perpetuity

Trust Basics

Revocable Trust Verses Irrevocable Trust

 

A-B Revocable Trust (Basic)

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Stirpes verses per capita?

Within a beneficiary designation, per capita typically means an equal distribution among your children. Per stirpes distribution uses a generational approach. ... With per stirpes, if one child were to precede you in death, the other child would receive half, and the children of the deceased child would get the other half,

Per stirpes is used more commonly in estate planning than "per capita" because it covers the typical family situation. Make your intentions very clear to your attorney if you don't want this pattern as part of your estate plan.

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Irrevocable Trust

Common Life Insurance Irrevocable Trust

Asset Replacement Life Insurance Irrevocable Trust

South Dakota Trust

www.EternalLegacyTrust.com

www.sdtrustco.com

www.sdtrustplanning.com 

www.legacylawfirmpc.com 

Assisting to Preserve, Maintain and Build Client Wealth

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Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors

Advanced Asset Funding for Heirs:  www.AdvanceInheritFunding.com

Eternal Legacy Trust

Financial Exchange Coterie (FEC) - 1031FEC

Tax Reduction Services

Florida International Trade Center

5206 Station Way

Sarasota, FL 34233-3232

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National: 800.333.0801 or 941.227.3024

    Ken Wheeler Jr. Mobile 515.238.9266

Trust Office: 941.363.1375

Fax: 888.898.6009

Skype: kenneth.wheeler65    E-mail

LinkedIn: www.linkedin.com/in/kenwheeler65/

Licensed Real Estate Broker Florida BK3284149 

C.P.R.E.S

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Tax Reduction Services - Business Entry-Management-Exit Plans - BEME

 

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Copyright 2018 - 2021  K. B. Wheeler Jr. All rights reserved 3-10  5-D