Wealth Protection Trusts
Estate Planning
Protect your assets now to protect your family later.
Learn about protecting your wealth and establishing your family’s legacy. At Nathan Ziegler & Associates, our associates can answer questions and help you make informed and confident decisions to protect your family, estate, businesses, and more.
Benefits of Wealth Protection Trusts in Your Estate Plan
Benefits
A tailored plan best protects your family and your assets.
Minimize Taxes
Planning strategies tailored to your unique family and asset picture, including avoiding paying unnecessary taxes.
Protect Assets
Protect your assets and your family from lawsuits and other legal threats.
Avoid Probate
The probate process can quickly turn into a long and tedious challenge without a comprehensive estate plan.
Simplify Decisions
Eliminate difficult decisions and potential conflicts by outlining what goes to whom.
How It Works
Peace of mind is closer than you think
These conversations can seem overwhelming and intimidating; we’re here to empower you with answers and options.
Request a Consultation
Meet with one of our quality and caring associates to ask questions, discuss your options, and plan for the future.
Get a Tailored Plan
Our associates will develop a plan specifically tailored to the needs of you and your family.
Rest Assured
Enjoy your second half of life with the peace of mind knowing your assets and the future of your family are taken care of.
Ready to plan and protect your future?
Request A ConsultationFrequently Asked Questions
Conversations surrounding Wealth Protection Trusts can seem intimidating. Let us answer your questions and provide you with peace of mind.
What is a Trust and how do Trusts work?
A Trust is a legal entity in which one party (the trustmaker) gives another party (the trustee) the right to hold and control property for the benefit of a third party (the beneficiary). Like an individual, a Trust can own, buy, and sell accounts and property, as well as distribute income. Learn more about Trusts.
Why do people create Trusts?
Many people choose to create Trusts to protect their savings and quality of life now and ensure the inheritance they leave behind makes it safely into the right hands after they pass.
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