Modern Estate Planning: Built for Flexibility and Creditor Protection
Автор: Estate of Affairs
Загружено: 2026-02-12
Просмотров: 13
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In this video, I share a bit about how I think about estate planning and why I place a strong emphasis on flexibility and creditor protection when designing plans for clients.
Life changes. Families change. Laws change. An effective estate plan shouldn’t be rigid—it should be built to adapt over time while still protecting what you’ve worked hard to build. In this video, I explain why I focus on creating estate plans that can respond to future uncertainty, rather than locking families into structures that may no longer make sense years down the road.
I also discuss why creditor protection is an essential - and often overlooked - part of estate planning. Even for families who don’t consider themselves “high risk,” thoughtful planning can help shield inheritances and provide long-term stability for beneficiaries.
This video is an introduction to my general approach and philosophy as an estate planning attorney. It’s not legal advice, but it should give you insight into how I think about building estate plans that are practical, adaptable, and designed for real life.
If you’re interested in learning more about modern estate planning strategies, flexibility in trust design, and asset protection concepts, feel free to explore the channel.
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