Passing down our hard-earned assets to loved ones is a source of great pride and joy for many of us. From family homes to extensive real estate portfolios, and from brokerage accounts to businesses, we want to ensure that our heirs reap the benefits of our labor – not their ex-spouses, creditors, and predators.
During the planning process, we can build in extra layers of protection to ensure that these assets are protected for the benefit of those we love.
