By Daniel A. Perry, Esq. I was recently speaking with a client who said to me “Dan, I have a simple situation. My financial advisor said all I need is a simple will, powers of attorney, and advanced healthcare directives. My financial advisor told me that since all my accounts have beneficiary designations and my estate […]
by Daniel A. PerryOne of the most common questions that I receive from families regarding trusts is whether placing their assets into a trust will protect them from creditors and provide them with protection of their personal assets from loss due to a lawsuit. Although there are hundreds of different types of trusts (revocable and […]