Trust Formation & Wealth Management
So you want to protect your hard earned assets from creditors and taxes on death. Now what?
You need Derek’s expert advice (take another look at his Google reviews, there are over 50 five star reviews) on forming and maintaining a trust structure. Your best bet is to read his book and then buy your trust at a discount through the book website, or make a free appointment with him either face to face or remotely. He’s a Professional Engineer, a Chartered Accountant and an Auditor and you can meet him as often as you like at no charge.
If you don’t want to mess with all that you can dive straight in and buy a trust.