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

In Our Opinion:

• Don’t be fooled by law firms trying to sell you on a “Special” Trust.
• Remember: hiding assets to avoid paying for someone going into a nursing home is ILLEGAL.
• Florida statutes don’t allow irrevocable trusts for trustees
• You could spend thousands of dollars on an attorney trying to protect your assets and it may not even work.
• Lawyers charge huge sums of money to do an estate plan that should only cost a fraction of that.
• There is NO silver bullet or magic scheme to protect your money.
• 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