Resource Center

by WealthCounsel Staff

Do you have clients with complicated, blended family situations like remarriages, shared children, step-children, and divorced children? What about those with high risk assets like rental properties, recreational vehicles, etc. If so, you should be talking to them about asset protection.

Download part 4 of our 6 part series on case studies in asset protection. In this installment, we'll explore strategies to assist your clients with the profile above who've taken out high dollar life insurance on one another, including:

• Traditional Irrevocable Life Insurance Trusts (ILITs)
• Spousal Lifetime Access Trusts (SLATs)
• Survivorship Access Trusts (SATs)