Chances are, if you have assets, you’d like to keep them.
Whether you have a little bit of money or a lot, you’d probably prefer to protect it from lawyers, an ex-spouse, litigious neighbors, and other predators.
And when you are no longer here, you’d probably prefer that your money and assets go to family, and perhaps to friends or charitable organizations… and not to the government.
Those desires are exactly why (domestic) trusts are so popular. Depending on where they are set up -- and how they are set up -- they can help protect your money and assets from people wanting to take them from you.
And trusts are NOT just for the wealthy. On the contrary, they can be of enormous benefit to anyone who has something of value (such as a home) to bequeath to their heirs.
They can also provide a bit of privacy, which is valuable in today’s retaliatory culture.
Given the current political and financial climate, we believe that trusts can be an important part of your Plan B -- especially when it comes to asset protection and estate planning.
Today, in our second piece in this series, we’ll tell you why NOW is a great time to think about creating a trust. We’ll go into detail about the benefits of a few specific kinds of trusts. And we’ll reveal why you don’t want to make the same mistake Marilyn Monroe did with her money.
Click here to learn about this powerful Plan B tool.
Whether you have a little bit of money or a lot, you’d probably prefer to protect it from lawyers, an ex-spouse, litigious neighbors, and other predators.
And when you are no longer here, you’d probably prefer that your money and assets go to family, and perhaps to friends or charitable organizations… and not to the government.
Those desires are exactly why (domestic) trusts are so popular. Depending on where they are set up -- and how they are set up -- they can help protect your money and assets from people wanting to take them from you.
And trusts are NOT just for the wealthy. On the contrary, they can be of enormous benefit to anyone who has something of value (such as a home) to bequeath to their heirs.
They can also provide a bit of privacy, which is valuable in today’s retaliatory culture.
Given the current political and financial climate, we believe that trusts can be an important part of your Plan B -- especially when it comes to asset protection and estate planning.
Today, in our second piece in this series, we’ll tell you why NOW is a great time to think about creating a trust. We’ll go into detail about the benefits of a few specific kinds of trusts. And we’ll reveal why you don’t want to make the same mistake Marilyn Monroe did with her money.
Click here to learn about this powerful Plan B tool.
Chances are, if you have assets, you’d like to keep them. Whether you have a little bit of money or a lot, you’d probably prefer to protect it from lawyers, an ex-spouse, litigious neighbors, and other predators. And when you are no longer here, you’d probably prefer that your money and assets go to family,…
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