Your Beneficiary has an accident and is sued  
 

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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