Tag Archives: trust fund

Preserving Your Life

Retirement & Estate Planning, Risk Protection, , , , , , , ,

Last week we discussed the significance of life, pointing out that the amount of income you create and the sum of your possessions are not the only determinants of your true value as a person. The positive impact that you make on the lives of others can be a key indicator of your real worth.

I believe that each person has unlimited potential to achieve great things and make a tremendous difference to the world. However, most people never really tap into their latent abilities and may never discover and accomplish everything that they were intended to do during their lifetime.

Whether you decide to experience your life to its fullest or you’re content to pass your time without fulfilling your life’s purpose, your existence on this earth has a value that needs to be protected. While your life is really priceless, it is possible to put a price tag on the contribution you make to other people. Continue reading Preserving Your Life →

What’s the State of your Estate?

Retirement & Estate Planning, Wealth, , , , , , , , ,

Many people are so focused on trying to make ends meet that they can find little time to think about the requirements of the future. “What’s the use of putting aside money for tomorrow if I can’t even pay my bills today?” they may say. Even further from consideration is making plans for what should be done with their money when they die.

Maintaining the money that you have worked hard for is a vital element of financial planning. You should not only concentrate on managing the funds you currently have or on earning more money; it’s also crucial to work on protecting your assets throughout your lifetime and beyond. Financially successful people always make preparations to preserve their wealth for future generations.

Since the beginning of the year, we have been discussing our 2012 Money Manifesto, which shows you how to create a comprehensive action plan to improve your finances. One of the manifesto’s pledges is that you should create an estate plan and leave a financial legacy of wealth for your beneficiaries to enjoy. Continue reading What’s the State of your Estate? →