Family Vision Experience

Steve J. Smith has developed a unique, user-friendly process called The Family Vision Experience™. We help you create and implement a vision to enrich and empower your family and to build a legacy for future generations.

Total Return Trusts

By Stephen J. Smith The Family Vision Experience™

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Thinking About Doing Estate Planning

By Stephen J. Smith The Family Vision Experience™

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The Inheritance Hypothesis

By Stephen J. Smith The Family Vision Experience™

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Why Some Clients are Using Loose Trusts in their Estate Plans

By Stephen J. Smith The Family Vision Experience™

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Why I Prefer WisPACT for Special Needs Trusts

By Stephen J. Smith The Family Vision Experience™

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Charitable Remainder Trusts (CRUTs)

By Stephen J. Smith The Family Vision Experience™

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The Family Vision Snapshot/Timeline

By Stephen J. Smith The Family Vision Experience™

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Protecting a Child (or Grandchild) in the Event of Divorce

By Stephen J. Smith The Family Vision Experience™

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Perspective on Estate Taxes for Wisconsin Residents

By Stephen J. Smith The Family Vision Experience™

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