Prevent this Situation:

Your normally careful child has recently inherited a large sum and unfortunately has a moment of misfortune.  Someone claiming a loss sues them.  If the inheritance is in a trust, it cannot be touched.  Without trust protection their inheritance – perhaps your hard earned assets – could be lost.   The trust must be structured correctly – the person launching the attack will exploit any loopholes.

TUTORIAL MAP

Net Worth:    < $300,000     Up to $1,000,000      1 to 5 Million      Over 5 Million

Life's Complexities that can be protected against
- Your beneficiary has an accident and is sued
- Surviving Spouse Remarries into fiscal irresponsibility
- Keeping your wealth in the family should your surviving spouse remarry
- Keeping your wealth in the family upon divorce of a beneficiary
- Surviving spouse needs both money and money management
- Surviving spouse has an accident and is sued

The Process we follow:      New Client               Probate                 Picking a Trustee

Some Helpful Information:     Definitions
                                                Additional Reading

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