In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here we explain the benefits of these trusts in further detail.

In many FAMILIES, MONEY still is not a typical dinner table DISCUSSION, but we think it should be. Surprisingly, this is especially true when it comes to affluent PARENTS. And, we HOPE to CHANGE it because one of the most IMPORTANT things you can do is TALK to your KIDS (and your parents) about MONEY.