Newsletter Archives - Asset Preservation

Let me explain to you the difference between an executor, and administrator and a trustee. Executor and Administrator are terms for somebody who handles an estate in probate. An executor for someone who died with a will; the Administrator for someone who died without one. A Trustee manages the assets of a trust. So if somebody dies having a Living trust, that's managed by a trustee. Living Trusts do ...

More Lunch N Learns! In O'Fallon, IL and St. Louis, MO   You asked and we listened. We are offering workshops in Illinois and in Missouri on Medicaid Look-Back Rules and Estate Planning topics. These workshops are still at absolutely no fee to you to attend, and we are still providing you with lunch!There are a very limited number of seats ...

Asset preservation planning is legal planning directed toward protecting your home, investments and other assets from being taken or used during your lifetime to pay for things that won’t benefit you or your family. It has traditionally been used by business owners and people with accumulated wealth to protect their assets against risks such as business failures, lawsuits and taxes. If you fit either of those descriptions, you should strongly consider developing an asset preservation plan. More ...