advisor in this arena? I have met with CPAs, trust attorneys, and not clear on how solid some of these strategies are and how much reporting work is involved.I do consulting business which could be a source of professional liability. I have real estate, investment portfolios (housed in a revocable trust), a home plus a vacation home. My concern is how litigous the world has become and I am a generous person, always sharing my property freely with friends/relatives. I am also currently enrolled in Hyatt Legal Prepaid plan and would be able to use that for the advise.