Culture Cave 🐘⚡️

Irrevocable Life Insurance Trust 🔒

Combining the power of life insurance and trust funds. These two tools will allow you to add to you net worth immediately and then protect that net worth increase!  

Listen. Learn. Shock The Culture 🐘 ⚡ 

Trust Fund Tuesday will be bringing you some enlightening information about Trust Funds! These are very important vehicles in maintaining wealth over generations and protecting your assets while your alive as well. Each week I will shed light on a different Trust fund function and after listening and taking notes bring it to your ESTATE ATTORNEY which I am not! I am knowledgeable in the field of finance and investing but I am not a licensed estate attorney or advisor. I will make sure that with my information and guidance you will feel more comfortable and knowledgeable when sitting at the table with the professional to make your final decision!

Married? Engaged? Then you should know about the Credit Shelter Trust! This is a popular Trust Fund vehicle used by married couples to make sure the surviving spouse can inherit assets while minimizing losses from tax. It will also protect those same assets until they are passed onto the children or beneficiaries. Listen in and then go Shock The Culture.   

Trust Fund Tuesday will be bringing you some enlightening information about Trust Funds! These are very important vehicles in maintaining wealth over generations and protecting your assets while your alive as well. Each week I will shed light on a different Trust fund function and after listening and taking notes bring it to your ESTATE ATTORNEY which I am not! I am knowledgeable in the field of finance and investing but I am not a licensed estate attorney or advisor. I will make sure that with my information and guidance you will feel more comfortable and knowledgeable when sitting at the table with the professional to make your final decision!

This Tuesday is Focused on the differences between the two major vehicles people use to prepare for death and those are Wills & Revocable Living Trust. Both have advantages and disadvantages depending on what your looking to accomplish. One thing for sure though they both add extra protection to the assets in them. Listen and Learn then go to Shock The Culture 🐘 ⚡!

Trust Fund Tuesday will be bringing you some enlightening information about Trust Funds! These are very important vehicles in maintaining wealth over generations and protecting your assets while your alive as well. Each week I will shed light on a different Trust fund function and after listening and taking notes bring it to your ESTATE ATTORNEY which I am not! I am knowledgeable in the field of finance and investing but I am not a licensed estate attorney or advisor. I will make sure that with my information and guidance you will feel more comfortable and knowledgeable when sitting at the table with the professional to make your final decision!