You’ve worked hard to earn your assets. If you are at all concerned that any of your beneficiaries could lose your hard earned assets to a divorce, bankruptcy, creditor claims, lawsuits, or substance abuse, there are tools we can employ to protect your assets and still provide benefits to your beneficiaries.

Creating a testamentary trust in your will or a trust share in your revocable living trust has the potential to protect your beneficiaries from outside attacks or could protect your beneficiaries from themselves.

Holding assets in trust for beneficiaries can provide assets to your beneficiaries for their basic needs but prevent creditors, divorcing spouses, and other possible black hats from obtaining what was meant for your beneficiaries to receive.