An asset protection strategy can ensure that your hard work and wealth safely stays with you loved ones.
An irrevocable trust is a key element in an asset protection strategy.

What is an Irrevocable Trust?

An irrevocable trust is a trust that cannot be revoked, i.e., changed, with rare exceptions. An irrevocable trust is used to protect assets, minimize estate taxes, assist in Medi-cal planning, and protect you from liability. You get these protections because you "give up" control and ownership of your property to the trust.​
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Call our associate to discuss how an irrevocable trust might serve your financial goals and offer you a more secure future.

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Is an Irrevocable Trust for me?

An irrevocable trust could be for you, if you have many high-value assets that you want to protect from estate taxes, creditors, and liabilities.  

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