Keeping your wealth in the family should your surviving spouse remarry.  
 

Prevent this situation.  Your spouse survives you, remarries, and combines assets in a second marriage.  If these assets are not protected in a Trust, they may ultimately be distributed outside your immediate family possibly against your wishes


 

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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