From Our “Ask a Question” Mailbag: Prenup Digital Privacy Clauses Most Recently Updated August 9, 2018. “I love my fiance, but I recognize that our marriage might not last forever. My parents divorced and used all means possible to make each other look bad. I have heard about Digital Privacy […]
Tag: Asset Protection
From Our “Ask a Question” mailbag: The Directed Trustee maybe the answer to your problem!
“I am considering setting up an Irrevocable Trust to hold assets for my children. But, I want my current wealth manager investing the trust property. Unfortunately, if I pick a corporate trustee, they will use their money manager. How do I force the corporate trustee to use my financial advisor?”
From our “Ask a Question” mailbag: My only asset is a large individual retirement account (IRA). I am 79 years old and am worried that, in the next few years, I may have to move into assisted living or a nursing home. Can I move my IRA into an Irrevocable Trust to shelter it from creditors?
