An alternative to a traditional long term care insurance policy that solves the "use it or lose it” conundrum.
Secure your family’s financial legacy against creditors and extravagant misuse with distribution control.
A simple strategy to defer taxes on highly appreciated assets.
Retirement income, stock market fluctuations, taxes, inflation, wills, trusts, probate, long term care, estate taxes, outliving your money… the list of things to worry about goes on and on—with many opportunities to make mistakes. You may employ the best attorney, the best accountant and the best financial planner, but if they are not coordinating their efforts, there are likely gaps in your planning.
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