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How To Thrive with Trusts For Your Legacy Wealth with Howard Hinman
Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values?
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About 400 BC, Plato utilized a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same.
It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving!
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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.
#humancapital #trustcapital #emotionalcapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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About 400 BC, Plato utilized a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same.
It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving!
-
Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.
#humancapital #trustcapital #emotionalcapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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By Angelina Carleton
5
4747 ratings
Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values?
-
About 400 BC, Plato utilized a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same.
It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving!
-
Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.
#humancapital #trustcapital #emotionalcapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
-
About 400 BC, Plato utilized a Trust to form a sovereign university in Greece, though Trusts date back to the Egyptian pharaohs. In ancient Rome, citizens could use “Fidei-Commissum” (like today’s common law). Then in Medieval England, the ‘Mortmain Acts of 1279 AD (aka Statutum De Viris Relig Oisis) had Trustees hold title to land under a bond. The Beneficiary was known then as a ‘Feoffer’. It was a way to transfer, or 'enfeoff' the legal title of land while holding the use of the land. So why does this history matter today? While times are changing, some things stay the same.
It used to be that men could only hold title to assets. In 2024, more women will come into an inheritance in the next 3-5 years than ever before, totaling a $30T opportunity by 2030. The problem though is when these heirs don’t have the education in place, or the financial literacy to know their terms to go forward in full confidence. So where do you start? If the founding fathers of America set up Trusts in the 1700's still in existence today, and trained their successive generations… you too can begin to learn the knowledge, starting with defining the scope and purity of your Trust’s purpose. To build ‘Legacy Wealth’ and maintain your privacy, Trusts are key to your thriving!
-
Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.
#humancapital #trustcapital #emotionalcapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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