The Family Foundation Trust

Sound Financial Concepts for Growing Families

The key to complete financial peace is paying yourself before anyone else. Most financial plans leave people vulnerable in certain areas because a complete financial plan is just too expensive to implement. If you were to have the ultimate plan, you would need the services of a planner, attorney, insurance agent, CPA, etc. Utilizing all of these services can be cost prohibitive for most individuals which is why we created the Family Foundation Trust.

The Family Foundation Trust is a very special trust document created by using a unique combination of sound financial concepts and legal tools designed to cover the key areas that most families and individuals will face during their lifetime including:

  • Mortgage protection
  • College education funding
  • Emergency funds
  • Income replacement
  • Tax free supplemental retirement benefit
  • Self completing life insurance death benefit

The legal benefits of the Family Foundation Trust addresses the following:

  • Avoids probate
  • Protection after divorce and remarriage
  • Maintains your privacy
  • Almost impossible to contest
  • Keeps you in control
  • Minimizes emotional stress
  • Extremely cost effective

In addition to the trust, our clients are provided with the following supporting documents:

  • Durable Power of Attorney for Finances
  • Durable Power of Attorney for Health Care Decisions
  • Living Will
  • Pour Over Will

Set up your free phone consultation and learn how this program can benefit you and your family.