Legacy Wealth Planning Insights for Entrepreneurial Families
Personal finance for the entrepreneurially minded — build cash flow, control your capital, and create wealth that lasts for generations.
-
Wise inheritance planning does more than prepare the assets for the heirs — it prepares the heirs for the assets. Rachel and Bruce share five ways to pass down values, stories, and judgment before wealth changes hands.
Browse by Topic
Latest Articles
-
Tour Our Marshall Family Private Family Banking System, Pt. 2
Do you want to build a family banking system that will provide capital to you and future generations? Come see…
-
Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in…
-
The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
Bruce Wehner discusses the primary components of infinite banking policy design: base premium, paid-up additions riders, and term riders. Following…
-
Leveraging Policy Loans in Infinite Banking: A Strategic Guide
Have you heard about Nelson Nash’s Infinite Banking strategy, and how to become Your Own Banker, and want to learn…
-
The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of ILIT…
-
Is Cash Value Life Insurance Enough for Retirement?
Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement?…
Never miss an episode or insight
Get practical insights on cash flow, capital, and building wealth that lasts.