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What You’ll Learn:
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How trusts can:
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Avoid the expense, public exposure, and risk of probate
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Ensure your inheritance wishes are honored, especially important if one spouse dies and the other remarries
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Protect the interests of children from previous marriages
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Asset protection benefits of trusts:
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Help avoid massive estate taxes and other inheritance perils
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(For more details and pitfalls to avoid, see our Asset Protection class)
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Overview of essential estate planning documents:
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Wills
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Powers of Attorney (POAs)
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Living Wills
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Health Care Surrogates and Health Care Powers of Attorney
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Lady Bird Deeds
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Trust Protectors – a crucial but often overlooked trust function
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Importance and benefits of generational continuing trusts:
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Overcoming the shortcoming of trusts that terminate after the parents’ passing
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Maintaining protections for future generations
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