Privacy Book by Jay Lashlee and Private Trust Book

Protecting the Plan


Trusting Heirs

A new study from Barclays Wealth says that 38 percent of wealthy Americans do not trust their heirs to protect their inheritance, although a vast majority – 96 percent – plan to leave their wealth to their children or stepchildren.

Plan Modifications

The study surveyed 2,000 high net worth individuals from 20 countries and found that 94 percent of those surveyed in the U.S. have wills. Of this group, only 19 percent have ever changed a will, 50 percent have changed a will once or twice, and 35 percent have changed a will three or more times.

Private Asset Trust

Your trust should give you the ability to maintain the original purpose of the trust, and allow modifications to continue correctly. A typical living (family) trust may allow for this, but does not provide for asset protection or privacy. The Private Asset Trust can accomplish planning, protection, and privacy. It's the best solution.

Free Consultation Trust Help

Trust Management Conflicts

Conflicts around inheritances have also played a role in 36 percent of those wealthy Americans surveyed, with multiple marriages and business succession playing a large part in those conflicts.

The Wealthy are More Worried

Perceptions about the importance of inheritance planning increase with net worth, according to the survey, which found that 68 percent of wealthy Americans feel it is important to plan with the help of professional guidance.

See more...

  1. Protecting Files, Family Movies, Records, and Digital Assets
  2. Protecting Your Estate From Lawsuits
  3. Protecting Your Wishes and Managing Your Estate Plan
  4. Protecting Diplomas, Licenses, Permits, and Original Documents
  5. Chart Comparing Protection of Trusts/Corporations/LLCs
  6. Business Planning for Professionals
  7. Bankruptcy Protection
  8. Protecting Artwork, Hobbies, Coins, Stamps, Guns, Photos, Music, and Records
  9. Family Business Safety, Success, and Transfer
  10. Maximum Protection with Multiple Trusts
  11. Private Asset Protection Trust
  12. Protectors of the Trust
  13. Get a Private Asset Protection Trust Quote


The Protection Book for Planning, Protection, Privacy!

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