The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

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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

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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)

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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