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

November 4, 2021

 

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

Real Financial Advice. Real Money Management. 100% of the Time.

We work with investors who have $1,000,000 of investment assets and greater. 
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