Category Archives: Living Trust

Estate Planning Part 2, Trusts


In Episode 6 of Your Wealth Curve, I once again sit down with attorney Brad Shalit of Connell Foley in N.J. to examine more closely the concept of a trust in your estate planning and how it can provide protection for your assets. Brad suggests to a large majority of his clients to set up a trust in their estates and then to use them to hold and distribute their assets. Brad says that a properly structured trust can provide the maximum amount of protection for your assets with little or no downside at all. Continue reading

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