When it comes to protecting your wealth, the last thing you want to deal with is uncertainty about the kind of trust to use. Here are some differences between domestic asset protection trusts (DAPTs) ...
What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...
Protecting your assets is crucial when drawing up an estate plan. An asset protection trust can help you keep your assets from creditors, lawsuits and even divorce claims and civil actions. If you’re ...
Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...
As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...
The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...
Trusts are key tools in estate and legacy planning. There are different types of trusts clients can use depending on their goals. Goals are always the starting point when creating a plan. From there, ...