Asset Protection

Why Most Everyone Needs a Trust:
Planning, Protection, Privacy, Safety, Savings, and Security

If you are concerned about protecting your loved ones, parents, children, grandchildren, your retirement, an exit plan for your business, consider setting up a personal, private trust strategy:

YOUR SOLUTION –“ The Private Asset Protection Trust”

  • Protects real estate, investments, and retirement assets from legal attacks
  • Protects your finances, and keeps beneficiaries private
  • Protects you and your business from legal attacks
  • Protects guardianship of pets and provides for their care
  • Eliminates family conflicts and disputes with friends

*   Helps children and grandchildren qualify for grants and student loans

  • Protect life insurance and annuity cash values from legal attacks!
  • Provides for larger private gifts and charitable contributions

*   Protects you from losses due to identity theft

  • Prevents loved ones from being forced to live somewhere against their will
  • Prevents a conservator from spending your assets or modifying your Estate Plan against your wishes
  • Eliminate or disinherit unwanted relatives, or others, from your assets.
  • Eliminate publicity and enjoy greater personal privacy.
  • Eliminates court appointed Guardianship and avoids estate taxes

*  Eliminates probate, attorney’s fees, legal disputes, and court costs

  • Avoids nursing home spenddown and future attacks on children’s assets Eliminates the need for a pre-nuptial agreement for existing assets
  • We provide a no-obligation review of your current estate plans and asset protection plans to make sure they will do what you want them to do.
  • We have 30 years of experience with estate planning and trust strategies.
  • Our client’s satisfaction is
Free 20 minute introductory consultation
Blumenthal & Associates
Phone: (831) 206-2971
[email protected]