Are you a spiritual man or woman seeking to protect your assets or those of a loved one?
Probate, legal judgments, tax levies, bankruptcy, and even the possible need for long-term medical care leave your assets so much more vulnerable than most people consider. Just when you think you have enough money and all is well, you can wake up the next morning with a ZERO bank balance.
This happened to me because of a tax bill from over 20 years ago that was long forgotten. All your assets can be taken away in an afternoon. Thankfully I had very little cash "in my own name."
Discover the flexibility and safety of using discretionary irrevocable simple trusts.
