Tag Archives: creativity

How Did You Do That?

When clients and advisors see the bottom-line results of our comprehensive Master Stewardship Plan designs, they often look at us in disbelief and ask, “How did you do that?”  When they look at the financial outcomes, it seems to indicate that $2 + $2 = $11.  But it is not “smoke and mirrors” and it [...]

The Dynamic Duo

These two powerful trusts are, in many ways, mirror opposites of one another.  Properly designed, the Deferred Inheritance Trust pays its income to charity (usually a family foundation with our clients) for a term of years, or life then terminates, and the trust assets pass to your heirs, Gift/Estate Tax free.  The Enhanced Income Trust, [...]