Goals

•Probate Avoidance
• Try to have the family avoid most of the Probate Process during the loss of loved ones
• Keep Family Assets Protected From Loss Through The Probate Process
• Keep from disrupting Providing Future Financial Stability For The Family
• Attempt to Use Minimal Financial Investments in Dollars and Time For Maximum Growth
• Wish To Manage The Family Assets To Provide For Safe Growth And Liquidity
• Need Ease Of Management And Control For The Family Investments

•Asset Liability Protection
• Keep Family Financial Affairs and Assets Protected From Lawsuits or Theft
• Protect The Family Estate Against Asset Attacks From Liability Issues

•Estate Privacy
• Keep My Estate Planning Affairs Private
• Teaching Financial Training to the Younger Generation Heirs - Dynasty Planning