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A Safe Harbor Trust Offers Security, Peace of Mind 

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.”   In a metaphorical way, a … Read more

A Safe Harbor Trust Offers Security, Peace of Mind

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.” In a metaphorical way, a … Read more

A Safe Harbor Trust Offers Security, Peace of Mind

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.” In a metaphorical way, a … Read more

As an Estate Planning Tool, a Safe Harbor Trust Offers Powerful Advantages that Make it Something to Consider

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.” In a metaphorical way, a … Read more

As an Estate Planning Tool, a Safe Harbor Trust Offers Powerful Advantages that Make it Something to Consider

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.” In a metaphorical way, a … Read more

Safe Harbor Trusts (Updated for 2025) 

Traditional Estate Planning is based on notions that may be out of sync with today’s realities. They deal with the notion that estate planning should be undertaken for the benefit of removing the troubles for the heirs; the assumption being that one will go to sleep and never wake. This article talks about how Safe … Read more

Safe Harbor Trusts vs Other Trusts

What is the difference between a safe harbor trust and other trusts? That is one of the basic fundamental things we discuss. A typical trust is a revocable living trust. One of the ways to plan your affairs is to use a revocable living trust. What this trust does is, it allows you to put … Read more

Should I have a Safe Harbor Trust?

This was the question asked by one of the callers during a recent AgingOptions radio show. This is a very common & good question that I get from my listeners & clients all the time. The answer to this question is if your estate is worth between 50k -1.5 million dollars, you should take a very … Read more

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