Good Planning Makes Good Sense

Good Planning Makes Good Sense.

By wisely using trust law, we can create legal structures that guarantee our assets will stay in our family bloodline protected for generations. How?

Let’s assume Jebidiah and Amy have three children whose names are Kyle, Frances, and Mary. Kyle is married to Betty. They have one child whose name is Jack. Frances is a single successful surgeon. As a surgeon he has substantial exposure to malpractice claims. Mary is single and is receiving government benefits due to a disability. Jebidiah has one child from a prior marriage named Elijah.

Questions:

1. Can Jebidiah and Amy make sure Betty will not get any of what they leave to Kyle?

2. Can Jebidiah and Amy benefit Mary and also protect her benefits?

3. Can Jebidiah and Amy make sure whatever Frances may receive will be protected from a medical malpractice claim if he were sued?

4. Can Jebidiah and Amy make sure that if something happened to Kyle, his share would be used to benefit Jack?

5. Can Jebidiah make sure that when he and Amy are both gone, that Elijah will receive 20% of the assets?

The answer to questions 1-5, above, is “Yes.”

To find out how this couple and couples like them can accomplish this, check out my latest article in the Bluffton Sun by click this link:https://www.blufftonsun.com/stories/good-planning-make-good-sense,95761?.

Confidentiality Notice: This post is for general information only and isn't legal advice. Contacting us here doesn't create an attorney-client relationship. For advice about your situation, please reach out directly at 8432270112.