An Asset Vault TrustTM is based on two undeniable rules. The first rule applies to irrevocable trusts.
Spouses receive special treatment when inheriting a retirement account such as an IRA (for example,
Here’s how we do approach wealth management:
You Schedule your
You will get a
You can sleep at night knowing that family is set up for long-term success
If you’re interested in our services, click on Book a Call with an Attorney. And in the meantime, learn more about Sudden Wealth and how it impacted founding attorney Paul Deloughery, so you can avoid having your kids squander their inheritance and instead set your family up for long-term, multi-generational success.