Trust Fund Me Now

Trust & legacy education

Protect the intent behind what you build.

Understand the trust structures, professional roles, and legacy questions that should be explored with qualified legal and tax counsel.

Irrevocable Trust vs. Revocable Trust

An irrevocable trust is a trust stipulating that it cannot be readily revoked, altered, or amended. A revocable trust, on the other hand, is a trust that certain parties named in the trust can change. Irrevocable trusts are commonly used for asset protection (as well as estate planning). The revocable trust, conversely, is the most common type of trust for estate planning. Most living trusts are revocable. All or nearly all asset protection trusts are irrevocable.

A trust is an agreement allowing property to be held by one party for the benefit of another. A trust is a legal tool that consists of three parties:

1. A Settlor who has the trust created.
2. A Trustee who manages the trust.
3. One or more Beneficiaries who receive the benefits of the trust.
4. Learn why you don't or should ever hold a will
5. Medicare Planning
6. Tax Deductions
7. No Probate fees
8. Learn How to keep your home for generation and improvements
9. Learn how to close investment property and your primary residence with Trust

In the United States frivolous lawsuits are filed yearly. Let's face it more Americans today are not established to defend themselves. There is a 95% probability of being sued by a malicious creditor if your net worth is 1 million and above. Today's America, everyone ,may be at risk of being sued. The best advice is to protect yourself. It is not a question of if it is when.

What We Examine

A clearer route forward.

Private inquiry

Tell us what needs attention.

Share the goal and the pressure points. We’ll use the information to prepare a focused first conversation.

Confidential inquiry

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