Rich people don’t walk past free money, they pick it up (metaphor, not literally). Let’s discuss an estate planning example: asset protection trusts instead of direct gifts

Today we’ll discuss:

1. What’s a direct gift?
2. What’s an asset protection trust?
3. Why it’s “free money” that EVERYONE should take

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WATCH

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LISTEN

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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Most of us cringe at the idea of some stranger or bureaucrat having power over us. But that’s exactly what happens with Court-Appointed Strangers. Specifically Guardians: the strangers with power over our seniors

Today we’ll discuss:

1. How Guardians get power
2. Some unnerving examples
3. It’s always about money
4. How to avoid this type of stranger
5. Other types of court-appointed strangers

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READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

• iTunes: https://apple.co/2XvtoVz
• Google Play: http://bit.ly/2XRWDRK
• Stitcher: http://bit.ly/2Xuct5A
• Spotify: https://spoti.fi/2XMDYa3
• iHeartRadio: https://ihr.fm/2JwhDnV

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Whether you’re the caregiver or the terminally ill, it can be satisfying to help get organized and take inventory. This is really important if there aren’t many close relatives.