This series is tailored for individuals in high-liability fields – including Physicians, Attorneys, Accountants, Financial Advisors, Architects, and Business Owners – or those with non-retirement investments over $500,000. I’ve created a robust asset protection structure that resonates with these individuals who live in Ohio.
- Legacy Trusts Explained – Discover how a Legacy Trust offers solid asset protection. (1 of 3)
- Legacy Trusts for Married Couples – Learn how these trusts safeguard personal assets and small business interests while allowing distributions to spouses, children, or grandchildren. (2 of 3)
- SLAT Conversion Strategies – With uncertainty surrounding the Federal Estate Tax exemption, see how a Legacy Trust can be seamlessly converted into a Spousal Lifetime Access Trust (SLAT) to remove assets from exposure to future estate taxes for added flexibility. (3 of 3)