Want to protect your assets for the benefit of your family? Learn How.
What's best: a family trust or a discretionary trust? A parallel trust, or multiple trusts? Or are trusts no longer effective, so you should use a will-based plan instead?
This free guide gives you a play-by-play plan to protect your wealth and assets for your family, far into the future. Updated with new information for 2023.
Prepare a simple list of documents, then you'll sell or bequeath your assets to the trust.
Future increases in the value of the assets will belong to the trust, and not to you.
Your situation is unique, so trust clauses need to be modified to achieve your plans and objectives.
That's why your "Trustee" should be a private company, not a hard-to-replace individual person.
A recognised Estate Planning expert, NAME has helped literally thousands of people to protect their family and business assets. A partner in LAW FIRM, he specialises in advising on trusts, settling trusts, even winding up trusts.
But, if they're not properly set up and managed, trusts can lead to disagreement, misunderstanding and unanticipated consequences. And yet, using a will to protect your assets can have unintended consequences, too.
That's why NAME wrote this Free Guide: to help you avoid problems!
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