Generational Family Wealth Building Model and its Profiles
Learn about the Money Model Generational Wealth and How it Works.
Category: Articles
The Asset Protection Model and its Profiles
Asset protection is the second of three Money Models. Learn about the profiles associated with this Model.
The Estate Transfer Model and its Profiles In Action
One of three money models, this article breaks down the Estate Transfer model and profiles withing.
The Profiles of Money Models in Personal Planning
There are three money models with planning profiles within each. This article lays them out and explains their importance.
Understanding the Three Money Models in Personal Planning
The first step in personal planning is to determine which of three money models best describe you and your goals.
Understanding State Estate Taxes: A Comprehensive Guide
Explore the landscape of state-specific estate taxes in the United States. This guide provides a detailed overview of the twelve states that impose th…
Probate Procedures in the State of Washington: A Comprehensive Guide
In Washington, probate means transparency and control. While an inventory and appraisal are optional, they empower Personal Representatives to navigat…
Methods to Avoid Probate: Checklist
Probate is the legal validation of a will post-death. Seeking methods to sidestep probate can reduce costs, time, and maintain privacy. Understanding …
Academy Overview
The Current Line-up The Masterclass, the Companion Course, Tuition-based courses, and membership-based events for winter 2022 and spring 2023. More Benefits Family Leaders The best…