Protect Assets – Protections for Surviving Spouses and Heirs – Academy Portal

Comprehensive Retirement Planning Series 05 – Create a Legal Plan Protect Assets – Protections for Surviving Spouses and Heirs

Create a Legal Plan

Protect Assets - Protections for Surviving Spouses and Heirs

This video explains how a Safe Harbor Trust can protect the assets of a surviving spouse or intended heirs in the event of a subsequent marriage.

In this academy

Comprehensive Retirement Planning Series 05 – Create a Legal Plan Protect Assets – Protections for Surviving Spouses and Heirs

Introduction – Legal Plan

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

Professional Legal Resources

Pause to Plan

Legal | Protections for Surviving Spouses and Heirs

I am concerned about protecting the assets of my surviving spouse and/or heirs: (select one)

Yes

No

I plan to establish a Safe Harbor Trust to keep assets I’ve left to my surviving spouse out of reach of predators.

Yes

No

I would like to meet with an Elder Law Attorney to learn the best way to protect the assets of my surviving spouse and/or heirs: (select one)

Yes

Not yet

Undecided

Notes regarding my plan to protect my surviving spouse and/or heirs:

If you are human, leave this field blank.

Comprehensive Retirement Planning Series 05 – Create a Legal Plan Protect Assets – Protections for Surviving Spouses and Heirs