Living Trust/ Personal Asset Trust™ Seminars

 

Is Your Living Trust Properly Up to Date or?

Will HIPAA Sabotage Your Living Trust?

 

 

As a homeowner, you probably should have (or already have) a Living Trust to protect your assets for your loved ones.  But before you get a Trust (or feel secure with the one you have), you should know that all trusts do not protect your assets equally.  Nor are all trusts maintained properly!

 

 

Your Living Trust should do all it can to:

 

  • Comply with HIPAA. Otherwise, your loved ones may be forced into the expense and delays of Probate Court if you, your spouse or your successor trustees become ill or disabled.
  • Protect your beneficiaries from losing their inheritance to divorce, lawsuits, creditors, government claims and a second estate tax!
  • Protect your IRAs (and retirement plans you may rollover to IRAs) which, over time, may likely grow to become the largest assets you leave behind! (and are unprotected by your Living Trust!)

 

 

Learn How You Can Fully Protect Your Assets

with a Properly Built and Maintained Living Trust!

 

 

 

 

Join us for a FREE seminar unlike any you'll ever attend!

 

 

For more information, please call (940) 484-5080 or email our

Client Relations Director, Lisa Allen, at lisa@leighhilton.com.

 

 

 

 

 

 

 
leighhilton.com
This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.