Matthew Pomar - 321Trust

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Trustee Duty

The 3 Primary Trustee Duties That Could Make You Personally Liable

Learn the 3 core trustee duties: loyalty, prudent care, and compliance. Avoid personal liability with Florida-specific requirements and common mistake preven...

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Irrevocable Trust

The Real Tax Impact of Irrevocable Trusts: Benefits vs. Hidden Costs

Discover how irrevocable trusts affect your taxes—from estate tax savings to compressed trust tax rates. Learn the real benefits and costly disadvantages.

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Trust Distribution

How Trust Funds Pay Out: From Distribution Rules to Getting Your Money

Learn how trust fund payouts work, from mandatory vs discretionary distributions to business trusts. Understand timing, taxes, and what triggers payments.

Trust Funding

Trust Capacity Fund Guidance: Why Your Perfect Trust Is Just Paper

Learn trust capacity fund guidance to transform legal documents into real protection. Asset-by-asset strategies, California requirements, and expert tips.

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Estate Planning

Family Trust Planning: Avoid Costly Mistakes & Protect Your Legacy

Learn essential family trust planning steps, avoid common costly mistakes, and protect your assets. Get practical guidance for trustees, funding, and working...

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Irrevocable Trust

How Divorce Affects Your Revocable Trust (And What You Can Do About It)

Discover how divorce affects revocable trusts, which assets get divided, and practical steps to protect your interests during proceedings and beyond.

Trust Funding

Trust Capacity Fund Guidance: The Critical Step Most Families Skip

Learn trust capacity fund guidance with step-by-step asset transfers, trustee duties, and common mistakes to avoid. Turn your trust document into protection.

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Medicaid Planning

How a Medicaid Planning Attorney Can Save Your Family $200,000+

Long-term care costs $8-15K monthly. Learn how a Medicaid planning attorney protects assets, navigates the 5-year lookback, and saves families $200K+.

Irrevocable Trust

Florida Irrevocable Trusts: Powerful Protection with Permanent Trade-Offs

Florida's irrevocable trusts offer asset protection and tax benefits but lock in your decisions. Learn when they make sense and what you give up forever.

Special Needs Planning

How to Find a Special Needs Planning Attorney Who Won't Ruin Your Benefits

Find the right special needs planning attorney to protect your loved one's benefits. Learn what questions to ask, red flags to avoid, and how to evaluate loc...

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Medicaid Planning

How to Protect Family Assets While Qualifying for Medicaid: A Planning Guide

Strategic Medicaid planning can protect your family's assets while ensuring care coverage. Learn eligibility rules, trusts, timing, and common mistakes to av...

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Asset Protection

Protect Your Assets Before Lawsuits Strike: Real Strategies That Work

Learn proven asset protection strategies from real examples. From doctors to business owners, see how families legally shield wealth from lawsuits and credit...