Protecthealth com my - Wealth management

I have worked with Doug on several matters, he is a man of his word, follows through completely, and I have found to be a lot of fun to work with too! For example, if you've ever listed your spouse or child as a beneficiary on a bank account, you've technically set up a simple trust.

The holder of legal title is called the trustee and is responsible for managing the property based on the terms of the trust for the benefit of the named beneficiary of the trust.

This is why business owners and operators cannot make asset protection an option.

Clients seeking information regarding their particular investment needs should contact a financial professional.