Create a Legal Plan
Protect Assets - Protections from Estate Tax
Safe Harbor Trusts can be used to protect your assets from estate tax. This video offers a brief overview of how it works.
In this academy
Protect Assets – Wills vs Trusts
Protect Assets – Introduction to Safe Harbor Trusts
Protect Assets – Protecting Assets from Long-Term Care Costs
Protect Assets – Protections for Surviving Spouses and Heirs
Protect Assets – Protections from Estate Tax
Protect Assets – Protections for Inheritances
Protect Assets – Align Beneficiaries
Minimize Burdens – Estate Planning
Minimize Burdens – Fiduciaries
Minimize Burdens – Manuals of Instruction
Create a Legal Plan – Wrap Up