Do you want to protect a portion of your assets from creditors and reduce your taxable estate for estate tax purposes, but still have access to this money if you need it? A Spousal Lifetime Access Trust may be the perfect solution for you. It is a Trust that...
Mistake #3 – No wealth transfer strategy Your wealth transfer strategy needs to be tailored to your assets and your family situations. One of the first things I ask clients when they come in to meet with me is tell me about your children. For each child and...
