If you want to protect your assets from creditors, predators, and estate taxes (and possibly an ex-spouse!), Wealthy and Wise with Gideon Rothschild is the blog to read. Attorney Gideon Rothschild is an estate planner with more than 30 years of experience advising clients—now you can follow his posts as he takes you through many of the effective strategies that can protect your hard-earned wealth for generations to come. And with the new tax law upon us, read Wealthy and Wise with Gideon Rothschild for “legal loopholes” to maximize your estate now and in the future.
Being trustee of a life insurance trust is not just an honorary title—you really do have some key responsibilities that you must perform.