Latest Blog Posts

The Truth About Personal Risk Management, Part 1: Insurance

Posted on: January 29th, 2018
Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. ...

Why Does Probate Take So Long?

Posted on: January 24th, 2018
Probate can be easily avoided, but most estates are dragged through the process. ...

How to Align Insurance with Your Estate Plan

Posted on: January 23rd, 2018
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death....

Organizing for Tax (and Estate Planning) Season

Posted on: January 22nd, 2018
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099's, and you’ll start thinking about the life events that could affect your taxes in various ways....

Asset Protection Planning

Posted on: January 19th, 2018
We all have a lawsuit bulls-eye on our backs. Unfortunately, lawsuits, including frivolous lawsuits, are filed daily against good people like you....

Will Your Revocable Living Trust Avoid Probate? It Depends.

Posted on: January 17th, 2018
If you've set up a Revocable Living Trust, congratulations! You're definitely on the right track. But...you're only half way there. ...

What to Expect from Estate Planning in 2018

Posted on: January 15th, 2018
As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected....

Domestic Asset Protection Trust

Posted on: January 12th, 2018
While you can use an RLT to provide asset protection for loved ones, you can’t use it to create asset protection for yourself....

Budgeting, Part 3: Instilling Money Values in Children and Grandchildren

Posted on: January 8th, 2018
Having regular family discussions about household finances, shared money goals and general money concepts will, over time, communicate your values to your children and help them learn to be financially responsible adults. ...
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