The Process

The process for bulding a legacy Trust consists of the following:

Sign up for an MPI plan
Counsel with your tax and financial advisor and with John Skabelund on best approach to maximize financial goals for you and your family.

Ten factors to consider

  1. Income and net worth
  2. Number of dependents or others to be named as beneficiaries
  3. Optimal financial outcome for each of these beneficiaries
  4. Plan for funding the trust
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