Value of starting the clock on asset protection plans

Value of starting the clock on asset protection plans Many asset protection plans we prepare for clients provide future financial security; that is, the client has no immediate financial threat, but one or more could arise in a few years. Undue influence from family or strangers, nursing home spend-down, or possible...

Suitability of an Asset Protection Trust

When, and for whom, is it the right choice? In the past, trusts were seen primarily as a means of transferring wealth from high net worth clients to their loved ones.  In recent years, innovations in trust planning have made them useful in the estates of middle-class...

Why use an IRA trust?

Qualified retirement plans, like IRAs, can have superior advantages when left to a loved one. Chief among those advantages is the ability to “stretch” distributions, which can double or triple the lifetime value to the beneficiaries. But your plan to leave retirement...

Management, Protection & Income Trust™

Most traditional estate and elder law firms ask the question, “What happens to your estate when you die?” We ask, “What happens if you live and need to pay for care?” In today’s world, much of your estate can be lost to the high cost of long term care. Do you have a...