Private Retirement Plans

Private Retirements Plans are one of the fastest growing areas of estate planning law. For your comprehensive plan to be effective, it is vital to have a well-designed asset protection component.

Your plan should be structured in such a way that it helps protect your and your spouse’s assets from “predators” both while you are alive and after you pass away.  There are many life situations and “instances” that put your legacy at risk; these include ensuring your child’s inheritance is safe in the event of divorce and/or remarriage, protecting your grandchildren to ensure that they receive their inheritances if your child passes away and your daughter-in-law or son-in-law remarries, or safeguarding your children from their own poor decisions, or substance abuse issues.

At CunninghamLegal, we use a wide range of strategies and legal tools to safeguard your assets for your enjoyment today and in the future, as well as protect the inheritances you leave to your children. To learn more, contact us to schedule a consultation.

We also work with the leading Private Retirement Plan firm, Trust-CFO: Trust CFO Private Retirement Plan

What kind of exemptions? Creditor and Tax