Amy PrivetteMar 8, 20182 minWhy is John Rockefeller in my trust?You may be surprised to see John Rockefeller named in your trust. But, he's included to protect you from the Rule Against Perpetuities.
Amy PrivetteMar 9, 20161 minPreserving the Family Story"Legacy planning? I'm not a one-percenter. I don't have a legacy to leave." Actually you do!