Inheritance Protections

You have one of the following:

1. More assets than you want to give your children access to all at once.
   
2. An in-law (probably with tattoos or a low-paying job) who you believe would immediately spend any money you give to your child.
   
3. A second (or third) spouse whom you love but you don’t want to give him or her access to your nest egg.
   

How do you protect your inheritance? We use lots of tools including:

• Specialized Trusts including:
  
  • Asset Protection Trusts
    
  • Spousal Lifetime Access Trusts
    
  • Irrevocable Life Insurance Trusts
    
  • Retirement Trusts
    
  • Offshore Trusts
    
• Spouse
  
• Spendthrift Trusts & Support Trusts
  
• Insurance Tools including annuities
  
• Trustee Guidelines and other Trust tools like powers of appointment

If your family may need planning to protect inheritances for your loved ones (or maybe not-so-loved ones), please call us and we can talk through your options. Remember, at Wilson Legal, you are always in the driver’s seat. We help you create the routes you can take. You choose the route. We help you get there.