Create a Legal Plan
Protect Assets - Protections for Inheritances
Safe Harbor Trusts can be utilized to protect inheritances, both ones you may receive, and ones you plan to leave to your heirs. This video explains 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