Asset Protection with Revocable Trusts
08/21/19 • 10 min
Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics.
Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics.
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Using Life Insurance as a Gift
When thinking of gifts to leave for grandchildren, Bill shares why he believe life insurance is the way to go over college funds.
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The SECURE Act
Bill explains how a potential new piece of legislation could create major changes for retirement accounts.
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