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If you have worked hard all your life to accumulate your wealth, don’t let one financial mishap jeopardize your estate. Through a Tennessee Asset Protection Trust, we can help you (the grantor) contribute assets to a trust that is exempt from the claims of a creditor, yet allow you to retain the right to the economic benefit of the trust. To qualify, the trust must be governed by Tennessee law, must be irrevocable, must maintain a spendthrift clause, and must appoint a qualified trustee like Advocacy Trust.

 

The final requirement is for you to execute an affidavit prior to the transfer of assets to the trust.

Trust Planning

Money Management

Government Benefits

Annuity Planning

Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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