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<\/p>\nWhat Your Financial Planner Needs To Know…<\/p>\n<\/div>\n
There’s a handful of financial advisors that are familiar with iPug asset protection trusts. \u00a0Now if you were to ask your financial advisor, he or she may say, “oh yeah, I know those…”, but chances are they are just covering for a lack of knowledge. \u00a0You can read more on this issue (What Your Financial Planner or Family Lawyer Doesn’t Know, Hurts You!)<\/a>. \u00a0Either way, most financial planners are not familiar with the planning options with irrevocable trusts, they are used to the old Irrevocable Life Insurance Trusts (ILITs) or other irrevocable trusts that were set up for estate tax purposes.<\/p>\n The new breed of irrevocable trust is very different than the old style, estate tax planning irrevocable trust. \u00a0My colleague David M. Goldman breaks down the issue wonderfully on his blog Florida Estate Planning Lawyer Blog<\/a>. In his blog, he lists the problems with the (more…)<\/span><\/a><\/p>\n","protected":false},"excerpt":{"rendered":" What Your Financial Planner Needs To Know… There’s a handful of financial advisors that are familiar with iPug asset protection trusts. \u00a0Now if you were to ask your financial advisor, he or she may say, “oh yeah, I know those…”,…<\/span><\/p>\n