Quote Originally Posted by David Merrill View Post
Hello James;

Welcome to StSC. You might take your complicated portfolio and come up with a restructure plan, so to protect your privacy and better yet to develop a substantial future. Check out Lawful Money Trust too. I have a Lesson Plan around record forming and Michael Joseph is very good at helping you assemble your estate.
Thank you! I’ve been eyeing Lawful Money Trust and wanted to start my foundational learning here.

I absolutely want to start putting my assets in trusts, but am trying to fully understand the lawful money stuff first.

I look forward to this community.