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Estate planning

People Needed for Your Estate Plan: Irrevocable Third-Party Trust

Listen in to learn about setting up your estate plan and the people needed to set up irrevocable third-party trusts, with elder law attorney Jim Koewler.
Darol Tuttle

Introducing Asset Protection Planning

Attorney Darol Tuttle joins Suzanne to talk about going beyond estate planning. Asset protection focuses on protecting your assets while you're still alive, to finance your retirement throughout your life, and to fund the retirement of your spouse.
Darol Tuttle

Benefits of a Spousal Protection Trust

Asset protection attorney Darol Tuttle explains how a spousal protection trust will double your tax exemptions.
Darol Tuttle

Asset Protection Planning Website

Attorney Darol Tuttle's asset protection website has several audio master classes on spousal protection trusts with an introductory class on the power of the law.
Darol Tuttle

Asset Protection Planning Stories

Attorney Darol Tuttle shares a couple of stories that illustrate the essential need for asset protection planning.
Planning Ahead For Long Term Care Costs

Planning Ahead For Long Term Care Costs, Part 3

This hour, elder law attorney Jim Koewler at the Koewler Law Firm provides us with a guide to help people who are worried about long term care costs in the future. There are three basic strategies: do nothing, buy insurance, or give away assets. In this segment, Jim goes in further detail about buying insurance. There are two approaches: the "traditional" long term care insurance, and having long term care insurance tied to an asset investment.