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Do you have an adult child who isn’t so good with money? Or a family member with whom you can’t see eye-to-eye? Do you need to protect someone you love from losing their special needs benefits? Then you may benefit from a Protective Trust, which can shield your family from the ravages of creditors, divorce and poor decisions.
It’s easy—a complimentary 20 minute consultation, either face to face or over the phone, will allow us to determine if a protective trust is right for you and your family.
Instead of leaving an inheritance directly to a named beneficiary, you leave your assets to a trust for the benefit of that heir. YOU determine ahead of time how and when that money will be distributed.
This simple, legal instrument gives you control, and gives your family protection.
Stretch out an inheritance to last a lifetime
Protect your heirs from the adverse effects of bankruptcy and divorce.
Protect your beneficiaries from their own extravagance & financial indiscretions.
Support medical or educational needs without jeopordizing private or public benefits.
You have worked hard to build your wealth, do not fail to take the final step in securing that legacy for your family and the ones you love. A protective trust can be a stand-alone legal document or incorporated into the will or living trust you already have. No two situations are the same and we can build a protective trust to suit your needs and desires.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.