Question: Are there “Special” Trusts that protect assets?

In Our Opinion:

1. Don’t be fooled by law firms trying to sell you on a “Special” Trust.

2. Remember: hiding assets to avoid paying for someone going into a nursing home is ILLEGAL.

3. Florida statutes don’t allow irrevocable trusts for trustees

4. You could spend thousands of dollars on an attorney trying to protect your assets and it may not even work.

5. Lawyers charge huge sums of money to do an estate plan that should only cost a fraction of that.

6. There is NO silver bullet or magic scheme to protect your money.

7. Good quality planning and management of your assets are key.

Fee-Only Fiduciary Money Managers, like Rezny Wealth Management, are the only people you should entrust your wealth and retirement to. Call us today to schedule a consultation, (800) 618-8577

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