The popularity of ‘do-it-yourself’ estate planning has skyrocketed in the last 20 years. Because of the ease with which someone can create legacy planning documents using Google, AI, Chat GPT and Legal Zoom, many people believe they can find enough legal information online to create their own family living trust without the guidance of a competent …
A trust is the most popular way to transfer assets to future generations with a plan for management of those assets beyond multiple lifetimes. More specifically, a trust is a private contract between (i) the settlor or creator of the trust, and (ii) the trustee of the trust, i.e. the party designated by the settlor …
What is a Testamentary Trust and Why Do I Need One? Read More »
The law offices of Locksley A. Rhoden, P.L. dba The Wealth Protection Firm is a boutique personal services law firm specializing in
business, taxation, charitable organizations, trust and estate planning, probate administration, trust administration, probate litigation, trust litigation and IRS representation.
We provide our clients with comprehensive and customized planning solutions designed to protect assets, insulate liability
exposure, minimize taxes and plan the transition of ownership and control of family wealth to future generations.
