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Trust Planning - Probate Avoidance

Posted on: December 7th, 2017
Trusts commonly provide asset protection for beneficiaries, but not many trusts protect assets owned by the person who created the trust. ...

Medicare Planning

Posted on: November 30th, 2017
On January 1, 2011, the first of the 78 million baby boomers turned 65 and about 10,000 people a day will reach that age between now and the year 2030. When you turn 65, you become eligible for Medicare and you must act right away because delaying your enrollment can result in penalties. ...

Probate Avoidance

Posted on: November 16th, 2017
Probate can be easily avoided, but most estates are dragged through the process because many people fail to create an estate plan. ...

Mediation in lieu of Trial

Posted on: November 9th, 2017
Mediation offers a more cost-effective and efficient option to litigation and has proven effective in reducing court dockets and trials. ...

Estate Planning and Asset Protection

Posted on: November 2nd, 2017
Asset protection planning is not about avoiding taxes, keeping secrets, hiding assets, or defrauding creditors.....

Guardian Planning

Posted on: October 26th, 2017
Importance of naming guardians in your last will and testament. Failure to name a guardian or have a last will can be detrimental to your family if something happens to you....

Digital Assets - Now a Part of Estate Planning

Posted on: October 18th, 2017
Unless we include our digital assets and social media in our estate planning, our family or administrator may not be able to find critical documents. ...

What Is A Living Will

Posted on: January 27th, 2017
What is a living will? Does your family know your wishes if anything should happen to you?...

Why You Need An Estate Plan

Posted on: January 13th, 2017
Estate planning ensures a secure future for your loved ones and protects both your personal and business assets....
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