Latest Blog Posts

Do I have to name my spouse as the beneficiary of my retirement account?

Posted on: February 21st, 2017
You can name someone else or a trust as the beneficiary....

Posted on: February 16th, 2017
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The Shocking Truth About Asset Protection Planning

Posted on: February 16th, 2017
The first step in protecting your assets is to understand that planning to preserve and secure your property in advance of a claim, or the threat of a claim, is a legitimate form of wealth planning. ...

Taking Care of a Valuable Asset (You)

Posted on: February 15th, 2017
Too often, we let ourselves slip to the bottom of the priority list. But when you start to think of yourself as your most valuable asset and begin to nourish and protect this asset, you will perform at your best and increase your value. ...

Why You Need To Review Your Estate Plan

Posted on: February 9th, 2017
Every state has laws for distributing the property of someone who dies without an estate plan—but not very many people would be pleased with the results....
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