Monthly Archives: May 2018

Heritage Trusts: Benefit 2

In an earlier blog you learned what a Heritage Trust is, what some of the benefits of having one are, and how it can solve the biggest problems with passing assets to your loved ones. It is something you set up during your lifetime to protect and preserve the assets you leave to your children in

2018-05-22T10:08:56+00:00May 22nd, 2018|

Protecting Your Children and What You Leave Them from Divorce or Lawsuit Using a Heritage Trust

Why do most people prepare an estate plan? Most people do so to take care of their family or loved ones. But the shocking reality is that most of the estate plans we review fail to do this. While there are many reasons for that, we will focus on one of the most important reasons -

2018-05-11T13:57:43+00:00May 11th, 2018|