Fine Point Law


FINE POINT TRUST REVIEW CHECKLIST


IF ANY OF THESE APPLY TO YOU THEN CONTACT US AND ASK FOR A TRUST REVIEW.

Book Your Legacy Planning Session with a Trust Review Now

Some of the people you named to handle your health or financial matters are no longer the right fit.





Remember, all you own may be turned into a big pile of cash and placed right into their hands!



You are concerned about protecting your beneficiaries’ inheritance from their spouses, divorces, lawsuits and creditors.





Your beneficiaries may be capable of handling money, but others may try to grab it away from them. Talk to us about the asset protection features of our Fine Point Trust. ​



A beneficiary is now on government benefits, or has proven he or she cannot properly handle his or her financial affairs.





These beneficiaries may require special provisions in your Trust or existing provisions may need to be updated. ​



You want to avoid your assets and personal affairs from the delay & expense of a public Court process—and you want the right people to inherit.





Many people don’t have all of their assets and beneficiary designations aligned correctly with their trust plan. Assets that are not on the plan are headed to court.. ​



You are married and want to keep things simple for your surviving spouse.





Trusts done years ago contained many complex provisions designed to reduce Estate Taxes, which are no longer necessary due to recent tax law changes. ​



Your trust is more than 10 years old.





Some important documents may have now expired and the tax provisions in your trust are out of date with the law.