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Tune In to the David Carrier Show
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Special Concerns
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Here are some of the concerns you may have:
How to get my assets to my loved ones after death efficiently and privately?
How to protect my assets from creditors or in-laws?
How to minimize any taxes due to death?
How to make sure things will be taken care of after death if I wish to benefit charities?
How to make sure that my trust assets will be transferred into the name(s) of beneficiaries after death?
Join one of our free LifePlan™ workshops to find out about our asset succession planning, asset protection planning, tax planning, charitable planning, trust settlement planning, and much more…
Blended Family
Developing an estate plan with blended families is essential for maintaining any kind of control over the distribution of assets upon death.
Prenuptial Agreement Planning
Consider using a prenuptial agreement to maximize harmony through your lives together.
Any couple can enter into a "Marital Agreement" to divide their assets and modify their property and inheritance rights at any time. When this is done before the wedding, it's called a "Pre-nuptial Agreement." After the couple is married, this sort of contract is often called a "Post-nuptial Agreement." Marital Agreements can be short or long, include all or just a portion of the parties' assets, and adjust the full range of the parties' responsibilities towards one another or just a few.
As everyone knows, divorce cases can be both financially and emotionally ruinous, largely due to the uncertainty of the outcome and the potential for ongoing responsibility and involvement with the other (ex-)partner. A significant exception is child support which is determined consistently.
Find out how LifePlan™ can be a useful tool to help the parties through a very difficult time.
 
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