Matthew Pomar - 321Trust (Page 2)

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Asset Protection

The Best Asset Protection Strategy: Your Complete Defense Blueprint

Discover proven asset protection strategies for 2025. From trusts to LLCs, learn how to shield wealth from lawsuits, creditors, and unexpected threats.

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Domestic Trust

The Complete Family Trust Checklist: 90-Day Setup to Annual Management

Master trustee duties with our comprehensive family trust checklist. From 90-day setup to annual management, avoid pitfalls and protect assets with step-by-s...

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Medicaid Planning

How to Protect $500K from Long-Term Care Costs: Medicaid Planning Guide

Learn how Medicaid planning services help families protect assets from $100K+ annual care costs. Expert strategies, state rules, and timing tips for 2025.

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Irrevocable Trust

What Suze Orman Says About Revocable Trusts (& Why She Calls Them Essential)

Discover Suze Orman's trust advice: why she calls revocable trusts "must-haves," when you need one, and how they compare to wills with real examples.

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Trust Checklist

Complete Trust Setup Checklist: Don't Miss These Critical Steps

Get our free trust checklist covering essential decisions, required docs, asset funding, and ongoing management. California-specific guidance included. Downl...

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Asset Protection

How to Make Your Assets Untouchable: Legal Strategies That Actually Work

Learn legitimate asset protection strategies from LLCs to trusts that shield your wealth from lawsuits and creditors. Avoid costly mistakes with time-tested ...

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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.

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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.