Asset protection isn’t just for the wealthy—it’s a practical way to preserve your savings, safeguard your home and shield your family from financial risk.
Serving as both trustee and beneficiary is legal in many cases. However, it requires careful structuring to avoid conflicts, preserve fairness and ensure that the trust’s intent is honored.
The sandwich generation—adults caring for both aging parents and dependent children—must juggle emotional, financial and legal responsibilities all at once.
