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General Finance Question – Protecting Assets

Q: I have saved a considerable amount of money for my 33 year old daughter to provide for her retirement and/or medical help if her cancer returns. Is there any way to completely protect the money from a spouse during marriage? Protect even from a judge’s intervention in case of divorce?

A: Yes, there are ways to protect the savings you have compiled for your daughter’s retirement and medical treatment should she have a relapse.

If you are open to it, I would suggest you come by our office to sit down with an advisor and our Trust & Estate attorney, Bill Cibulas, so we can discuss your specific situation and options that make the most sense for you.

We offer a free one hour consultation, so there would be no cost associated with this informational meeting.


 

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