The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
By : Keith Smith | Category : Uncategorized | Comments Off on The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
1st Jun 2016
WARNING: Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits. This is absolutely not true. While Trusts commonly provide asset protection for beneficiaries, few Trusts protect … more
Discretionary Trusts – How to Protect Your Beneficiaries From Bad Decisions and Outside Influences
By : Keith Smith | Category : Uncategorized | Comments Off on Discretionary Trusts – How to Protect Your Beneficiaries From Bad Decisions and Outside Influences
30th May 2016
Leaving your hard-earned assets outright to your children, grandchildren or other beneficiaries after you die will make their inheritance easy prey for creditors, predators, and divorcing spouses. Instead, consider using discretionary trusts for the benefit of each of your beneficiaries. … more
The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)
By : Keith Smith | Category : Estate Planning, Uncategorized | Comments Off on The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)
29th Jan 2016
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP … more