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Estate Planning
: Louisiana Estate PlanningEstate Planning is Not Just About Money?
By Myrna Arroyo
This article in the NY Times (click here to view) points out that for many families, estate planning is more about family issues than tax issues.
Increasingly, wealthy families are designing estate plans to pass values of philanthropy and work onto their children, using charitable planning to split the benefits of the estate between the kids and worthy charities. This avoids “trust-fund baby” syndrome, and provides your children with incentives to become independent.
If you are intersted in thoughtful wealth transfer strategies that leave your children values as well as money, contact my office and schedule a consultation on values-based estate planning strategies for large estates.
Full post as published by Louisiana Estate Planning on March 18, 2008 (boomark / email).
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