Your Lifetime Asset Protection Trust
Lifetime protection for what you're passing on.
Your plan includes a
Lifetime Asset Protection Trust — a trust designed to shield what you leave
your loved ones from creditors, lawsuits, divorce, and mismanagement, for their lifetime.
Your Trust Your Family team maintains its details alongside your estate plan.
Details about your trust's structure, trustees, and funding
will appear here as your team records them. Questions in the meantime? Your legal team is a call or email away.
Tell your trustee how to use it
One day the trustee of your children's trusts will have to decide what the money is
for. The Trust Distributions Worksheet is where you tell them, in your own words —
thirteen short questions about business, education, a home, a wedding and the rest.
Nothing in it is binding, nothing is required, and it saves as you type, so you can
stop and come back whenever you like.
