Asset Planning & Safety

Why do we build assets? Who do we build assets for? Who controls the assets? Who will help? Why is privacy important? How can it be taken away? What happens when I can’t do it?

Why do we build assets?

To live comfortably now. To retire in comfort. To travel. To provide for our children and grandkids. To give to charity. To have safety, security, comfort. To help others.

Are you Protected?

Who do we build assets for?

Ourselves Our relatives Our friends Our causes Charity

Who controls the assets?

Me, My spouse, My child, My parent My friend, sister, brother, my partner The Public Administrator or the Court The alcoholic, the ex-spouse, the loudmouth, the

biker, the pothead, the video game expert, the greedy relative, the know-it-all, the druggie, the abuser, the failure, the hypochondriac, the paranoid, the procrastinator, or the only mature person you already trust to maintain your estate plan? Which one would the Court select?

Who will help?

Someone I select that is honest and cares The Public Administrator The Court Let the attorneys spend $ to fight it out Let the relatives fight it out, then the court

Why is privacy important?

I care who knows my business. I care what is exposed in news reports. I care what is in permanent records. I care who knocks on my door. I care what shows up in a lawsuit. I care who knows my balance sheet. I care who contacts my relatives & friends.

One Group of Assets (or many)?

How can it be taken away?

Anyone can sue anyone for anything. Money & assets attract lawsuits. Combined asset groups are good targets. Business ventures can fail. Medical bills can easily exceed insurance. Future ex-relatives want all the assets. Governments need your assets to spend.

What happens when I can’t do it?

The Public Administrator takes control. The courts eventually assign control. The family argues or resolves or sues. There is confusion. There is no question because controllers

were already selected, benefits defined, and controls were already put in place.

Who Are The PlayersTRUST

PRIVACY

ADVISORS

GUARDIAN

GUARANTY

GROUP

ATTORNEYPROTECTOR &

ARBITRATOR

SETTLOR

TRUST ASSETSTRUSTEES

BENEFICIARIES

Contract

Of

Trusts

Asset Protection