Ultra Trust®: Asset Protection, Reposition Assets, Taxes, Probate Eligible Assets I want to talk to you about what kinds of assets can be repositioned from you, to the irrevocable trust. Your personal residence, your vacation spot, your life insurance policy, and by the way, your insurance policy, if there is any incident of ownership in your name, then it’s taxable. The Ultra Trust will own the insurance...
Introduction to Trusts and why Asset Protection is so important Rocco Beatrice gives an introduction to irrevocable trusts and an explanation of how they protect their owners. The article goes into additional benefits of revocable and irrevocable trusts including what is needed to set a one up. Hello, my name is Rocco Beatrice. I am the Managing Director for Estate Street Partners. We provide financial solutions...
Planning for Medicaid is one of the most important things to do as you get older Seeing as Americans are living longer, it is essential to plan for life after retirement. This includes medical coverage and Medicare or Medicaid. Medicaid planning is an important part of life for older individuals. Why Plan for Medicaid? We all know that the cost of nursing homes is very...
