Family Stewardship Foundation
Assets Remaining Inside Estate
Values, Mission and Accountability
What kind of legacy do we want to leave - to our families, to
our society, to the world at large?
Enjoy what you have by sorting out what to leave. Legacy ought to
be a life's work.
Inside Estate
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"The importance of passing on values, beliefs and ideology to future generations and supporting organizations you care about."
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** Illustration shows a 50% - 50% division of estate value. Actual percentages vary depending
on individual planning strategies.
† Assets remaining in the estate are different than assets created in the Family Bank Trust.
* The above example utilizes two very powerful zero estate tax planning strategies: combining a Charitable Remainder Trust with a Testamentary Charitable Lead Trust assuming a 7% payout. 7% Rate of return over a 12 year life.
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