Most people want the same things: to live a full life, to be happy and to bring happiness to others, and then to leave a meaningful legacy that benefits the people they love. In a perfect world, they’d do that without unnecessary taxes, stress, or risk.
But the way you leave your assets to your spouse, children, and other heirs matters more now than many clients realize.
Why? Divorce rates are high, litigation (of all types) is increasing, more businesses fail than ever before and our children’s economic success is fragile. All of these pose risks to the inheritance you leave to those who you love.
But most people don’t even know that they can provide divorce, creditor, lawsuit and often tax protection to their heirs. You can.
However, there’s a critical distinction between leaving assets outright and leaving them in a properly designed trust (but not just any old trust). And if you’ve worked hard to build wealth, and you’d love to protect that wealth for your heirs, this one choice can mean the difference between their financial security… and financial disaster.
This webinar will give you information about how a special type of trust can protect your heirs (from themselves, if they’re young and reckless, but also from divorce, lawsuits and other risks - throughout their lives and even when they pass those assets to the next generation).
Please reach out to our office at 610-933-8069 to schedule an estate planning review/update if you are an existing client, or a consultation if you are new to the firm. We look forward to speaking with you soon.