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Not Your Grandmother’s Trust: Women with Assets #2

In a second marriage, a prenuptial agreement may not protect you from having to pay for your spouse’s medical expenses. Skilled care, for example, can cost $9,000 a month and quickly use up assets that were intended for your benefit or for your family.

In this episode of Not Your Grandmother’s Trust: Women with Assets, Ann Zuraw of Zuraw Financial Advisors and David Warren of Bridgeford Trust discuss how a South Dakota trust can provide strong asset protection for women with assets. These trusts can hold real estate, public or private companies, and other investments while allowing clients to maintain control over their assets and protect them from liability.

David Warren explains that domestic asset protection trusts in South Dakota offer a practical and accessible alternative to older offshore solutions. They give advisors the ability to actively participate in managing the client’s wealth, while providing flexibility and peace of mind for the client.

Ann Zuraw emphasizes that South Dakota trusts are a valuable tool for women who want to safeguard their assets for themselves and their families. They provide protection against unforeseen circumstances, including health challenges or potential legal risks, without sacrificing control over how assets are managed.

For women looking to explore whether a South Dakota trust is right for them, Zuraw Financial Advisors and Bridgeford Trust offer guidance and support to ensure informed planning and long-term security.

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