Keeping your wealth in the family upon divorce of a beneficiary  
 

Prevent this Situation:

Your child has inherited your life savings.  Unfortunately their spouse decides for a new life and leaves them.  If the inheritance is in a trust, it cannot be part of a divorce settlement.  Without trust protection, your life savings may likely be split with the departing partner.  The trust must be written with certain provisions consult an estate planning professional.


 

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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